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thepartners@wrigleys.co.uk

Leeds: 0113 244 6100

Sheffield: 0114 267 5588

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Wrigleys has a specialist trust and Court of Protection administration team, which deals with all aspects in relation to administering trusts and Deputyships.

The Trust Administration team are experienced in dealing with vulnerable clients and those who have a wide range of specialist needs.

The work undertaken may be expanded (or restricted) to meet the client’s specific requirements, but generally includes:

  • Arranging payments from Deputyship or trust funds.
  • Preparation of Deputyship annual accounts and Trust accounts.
  • Reviewing the client's tax affairs and if necessary preparing a tax return or tax repayment claim.
  • Liaising with investment advisers in connection with all investments related matters.
  • Liaising with other professionals and third parties as necessary.
  • Maintaining and managing bank/building society and other cash accounts.
  • Advising on such tax, financial and legal issues as may be required from time to time.

Members of our team regularly speak at professional conferences and write articles on personal injury trusts, vulnerable beneficiary issues, Court of Protection and care fees issues.

Trusts and Deputyship Administration

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

Lisa Eato View Biography

Lisa Eato

Legal Director
Sheffield

Philip Stevenson View Biography

Philip Stevenson

Trust Team Leader
Sheffield

Hannah Strafford View Biography

Hannah Strafford

Paralegal
Sheffield

Isabel McIver View Biography

Isabel McIver

Solicitor
Sheffield

Siobhan Lanigan View Biography

Siobhan Lanigan

Paralegal
Sheffield

Thomas Mundy View Biography

Thomas Mundy

Solicitor
Sheffield

Julie Hutton-Smith View Biography

Julie Hutton-Smith

Paralegal
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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