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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

‘The COP team at Wrigleys is diligent, knowledgeable, approachable and above all they care deeply about their clients’ welfare’.

‘Jane Netting has clear expertise in this field. She makes herself available to discuss matters, with a clear focus on the best interest of the incapacitated person. She is pragmatic, evidently happy to explore matters with the Official Solicitor and her drafting is clear and precise’.

Legal 500 (2023)

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

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