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Wrigleys' advice to attorneys and Deputies on making gifts

When an attorney or Deputy is looking after the financial affairs of a mentally incapable person they only have very limited authority to make gifts from the estate.

How can Wrigleys advise you?

Wrigleys advise clients on:

  • Obtaining the Court of Protection’s permission to make a gift; and

  • Inheritance tax (IHT) planning for the gift.

For further information, please feel free to contact us

‘Depth and strength of knowledge in Court of Protection work and acting for vulnerable clients. Jane Netting is incredibly knowledgeable and thorough and puts her vulnerable clients at the heart of the work she carries out on their behalf‘.

Legal 500 (2022)

Lynne Bradey View Biography

Lynne Bradey

Direct Line: 0114 267 5584

Partner
Sheffield

Jane Netting View Biography

Jane Netting

Direct Line: 0114 267 5621

Partner
Sheffield

Meet the team

19 Jan 2022

Employee fairly dismissed for using grievance process as a ‘repository of unresolved complaints’

EAT decision highlights that abuse of the grievance process may give employers grounds to dismiss

17 Jan 2022

Witnessing Wills in the Coronavirus Pandemic

For a Will to be valid, it must be signed in the presence of two witnesses. This may cause difficulties when social distancing or self-isolating.

14 Jan 2022

Reform of the SDLT rules on mixed property and multiple dwellings relief in prospect

Details of, and comments on, the recently launched HMRC consultation on reforms to the SDLT mixed property and multiple dwellings relief rules.