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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  • Results in financial benefit for the person and does not result in benefits or means tested care being withdrawn.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

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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