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thepartners@wrigleys.co.uk

Leeds: 0113 244 6100

Sheffield: 0114 267 5588

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If you are making a will and wish to leave money, you will want to ensure that the money gives the help intended and is not vulnerable to pressures from third parties.

 

Unfortunately this can be difficult when the beneficiary has a disability or is vulnerable person that means the person is not physically or legally able to make appropriate financial decisions. Careful planning before your death can pay great dividends and allow your wishes to be achieved.

Wrigleys can assist to ensure the money in the Will:

  • Helps the person in the way intended.
  • Can be administered for the beneficiary lawfully and appropriately.
  • Is not be vulnerable to pressure from third parties such as other family members.
  • Results in financial benefit for the person and does not result in benefits or means tested care being withdrawn.

Wrigleys can help in the following ways:

  • Advise on an appropriate structure, usually a trust, to help avoid the pitfalls above.
  • Act as a professional trustee or support your chosen trustees.
  • Advise on the tax accounts and other regulatory aspects of the trust, including protecting the amounts and other benefits from demands related to community care.

"Wrigleys is well known for its strong tax planning base, and for personal injuries trusts and trusts for vulnerable people including Court of Protection issues and deputyships.

- Chambers and Partners

Wills Which Provide for Disabled People

Jane Netting View Biography

Jane Netting

Partner
Sheffield

Meet the team

Jane Netting View Biography

Jane Netting

Partner
Sheffield

Lynne Bradey View Biography

Lynne Bradey

Partner
Sheffield

Peter Clarkson View Biography

Peter Clarkson

Solicitor
Sheffield

Emma Irons View Biography

Emma Irons

Solicitor
Sheffield

Extended Disqualification Rules for Academy Trustees and Senior Executives

From the 1 August 2018, important changes are being made to the automatic disqualification rules for charity trustees.

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This article considers the risks of allowing japanese knotweed to spread on your land and the steps which a landowner can take.

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When do Academy Trusts Need a Trading Subsidiary?

What circumstances mean an academy trust may need to set up a subsidiary company to carry out trading activity, in order to comply with charity law.

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Employment Breakfast Briefing - 7 August 2018

Date: 07 Aug 2018

Venue: Radisson Blu, Leeds

Further information

Employment Breakfast Briefing - 16 October 2018

Date: 16 Oct 2018

Venue:

Further information

27th Annual Charity Governance Seminar

Date: 18 Oct 2018

Venue: Hilton Leeds City

Further information

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