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thepartners@wrigleys.co.uk

Leeds: 0113 244 6100

Sheffield: 0114 267 5588

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Expert guidance around trust and deputyship administration

Wrigleys has a specialist trust and Court of Protection administration team, which deals with all aspects in relation to administering trusts and Deputyships.

Wrigleys Solicitors are dedicated to serving the needs of the injured, disabled and vulnerable

The Trust Administration team are experienced in dealing with vulnerable clients and those who have a wide range of specialist needs. The vulnerable person is at the centre of what we do
and their best interests are paramount.  We work with the person and those around them to improve the person's life now and in the future.

The work undertaken may be expanded (or restricted) to meet the client’s specific requirements, but generally includes:

  • Arranging payments from Deputyship or trust funds;
  • Preparation of Deputyship annual accounts and Trust accounts;
  • Reviewing the client's tax affairs and if necessary preparing a tax return or tax repayment claim;
  • Liaising with investment advisers in connection with all investments related matters;
  • Liaising with other professionals and third parties as necessary;
  • Maintaining and managing bank/building society and other cash accounts; and
  • Advising on such tax, financial and legal issues as may be required from time to time.
 

Members of our team regularly speak at professional conferences and write articles on personal injury trusts, vulnerable beneficiary issues, Court of Protection and care fees issues.

Lisa Eato View Biography

Lisa Eato

Direct Line: 0114 267 5598

Legal Director
Sheffield

Meet the team

25 Jul 2024

New Statutory Safeguarding Guidance: Keeping Children Safe in Education 2024

Updated guidance for schools, colleges and academy trusts from 1 September 2024

23 Jul 2024

Charity Governance Code Refresh 2024 – have your say before 11 August 2024

A public consultation on the Charity Governance Code has been launched to gather views and feedback to inform a further refresh of the Code.

17 Jul 2024

The importance of compliance and some lessons learned for academy trusts

We look here at why compliance is important and some key observations from our compliance work with academy trusts.