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thepartners@wrigleys.co.uk

Leeds: 0113 244 6100

Sheffield: 0114 267 5588

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Managing trusts is a significant commitment for you and your future generations.

The management of trusts and family wealth can frequently be complex and, almost always, time consuming. Whether a trust has been in place for generations or is a new trust, it will require detailed records to be mantained and coordination with solicitors, accountants and other advisers.

Through a combination of our trust managers, lawyers, tax advisers and administrative systems, Wrigleys can help you with the legal, accounting and compliance obligations that you need to manage your trust assets.

Trust Management

In addition to advising on and setting up trusts, Wrigleys also manage trusts on your behalf on an ongoing basis which may include:

  • Liaison between trustees, beneficiaries and investment managers and other professionals.
  • Annual accounts and trust records.

  • Tax returns and tax planning.

  • Distributions from the trust.

  • Winding up the trust.

Trusts 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. Further details are available here.

Trusts and Deputyship Tax and Accounts

Wrigleys’ specialist Trust and Court of Protection Administration Team is qualified to deal with the tax affairs of trustees, trust beneficiaries and Court of Protection deputyship clients. Further details are available here.

Trust Management

Lynne Bradey View Biography

Lynne Bradey

Partner
Sheffield

Lisa Eato View Biography

Lisa Eato

Legal Director
Sheffield

Meet the team

Lynne Bradey View Biography

Lynne Bradey

Partner
Sheffield

Marie-Louise Hamilton View Biography

Marie-Louise Hamilton

Partner
Leeds

Lisa Eato View Biography

Lisa Eato

Legal Director
Sheffield

Emma Lowe View Biography

Emma Lowe

Trust Manager
Leeds

Hilary Tucker View Biography

Hilary Tucker

Trust Manager
Leeds

Moving closer towards 21st century pensions trusteeship

The Pensions Regulator is proposing clarity on its powers to impose financial penalties on trustees. The outcome may mean an increase in fines.

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Professional Trustees - a chimera of the pensions world?

The Pensions Regulator consults on a definition of 'professional trustee' as we face an increasing drive towards '21st century trusteeship'.

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Charity trustees criticised for selling property too cheaply

Charity Commission finds ‘basic and serious mismanagement’ by the trustees in selling land for £15m less than it was worth.

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Charity Tax Group Regional Meeting

Date: 04 May 2017

Venue: Radisson Blu Hotel, The Light, Leeds

Speaker: CTG’s Chairman and Technical Adviser

Further information and booking

Through the Maze - June 2017

Date: 06 Jun 2017

Venue: DoubleTree by Hilton, Leeds

Speaker: Various

Further information

Employment Law Update for Charities 2017

Date: 15 Jun 2017

Venue: Hilton Leeds City

Speaker: Guest Speaker: David D'Souza, CIPD, Head of London

Further information and booking

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