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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

15 Jul 2019

The OTS's second report

Simplifying the design of Inheritance Tax

11 Jul 2019

Japanese knotweed – have lenders been too cautious?

We consider the recent findings of government research regarding the approach of UK lenders in relation to properties affected by Japanese knotweed.

11 Jul 2019

British Airways Data Breach: ICO issue first public intention to fine under the GDPR

The ICO has taken action against British Airways under the GDPR. We look at the facts of the case and implications for charities & social enterprises.