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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

24 Nov 2020

Financial recovery post-COVID: What is next for IHT & CGT?

Proposed reforms to IHT & CGT: How might the government balance its books in the long term & attempt to recover some of the financial costs of COVID?

17 Nov 2020

Employer found not liable for employee’s practical joke

Recent case considered whether an employer could have prevented a practical joke that caused injury.

16 Nov 2020

Should deputyship costs be allowed as an expense?

Local Government Ombudsman considers whether deputyship costs should be allowed as an expense in residential social care means testing.