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Practice Areas

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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

The pitfalls of employee relocation

With Brexit talk particularly in banking, of moving staff, employers need to realise that relocating employees is not straightforward legally

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Salary Sacrifice Update

Can independent schools keep their school fee salary sacrifice schemes in place?

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Court rules against a challenge to inheritance in the Ilott case

The Supreme Court has today handed down their judgment in the case Ilott v The Blue Cross and Others (previous incarnations known as Ilott v Mitson)

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Breakfast Briefing - 25 April 2017

Date: 25 Apr 2017

Venue: Radisson Blu, Leeds

Speaker: Dr John McMullen, Partner at Wrigleys Solicitors

Further information and booking

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

Schools Breakfast Club - 9th May 2017

Date: 09 May 2017

Venue: Wrigleys Solicitors, 19 Cookridge Street, Leeds, LS2 3AG

Speaker: TBC

Further information

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