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Practice Areas

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thepartners@wrigleys.co.uk

Leeds: 0113 244 6100

Sheffield: 0114 267 5588

FOLLOW WRIGLEYS:

Wrigleys’ specialist Trust and Court of Protection Administration Team is experienced in dealing with the tax affairs of trustees, trust beneficiaries and Court of Protection deputyship clients.

The service includes:

  • Reviewing a client’s tax affairs to advise if a tax return or repayment claim is appropriate and preparing the paperwork as necessary.
  • Dealing with HMRC regarding tax payments and repayments.
  • Liaising with financial advisers, other third parties and professionals to gather necessary information to review a client’s tax affairs.
  • Prepare formal trust accounts, cash reconciliation statements and deputyship annual accounts.
  • Submit annual accounts to the Office of the Public Guardian on behalf of the deputy.

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 - Tax and Accounts

Lisa Eato View Biography

Lisa Eato

Legal Director
Sheffield

Philip Stevenson View Biography

Philip Stevenson

Trust Team Leader
Sheffield

Meet the team

Lisa Eato View Biography

Lisa Eato

Legal Director
Sheffield

Philip Stevenson View Biography

Philip Stevenson

Trust Team Leader
Sheffield

Lynne Bradey View Biography

Lynne Bradey

Partner
Sheffield

Strong and stable: ignore the spin, the substance still matters

Strong and stable might no longer be a fashionable phrase, but that's exactly what good governance of academy trusts is all about.

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Modern slavery statements and the academy trust

With victims of modern slavery in England likely to number over 10,000, we consider supply chain transparency requirements for academy trusts.

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Community-led housing: Lancaster gathering

Interested in community-led housing? Join us on Saturday 4 November at the Friend's Meeting House in Lancaster.

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Breakfast Briefing - 17 October

Date: 17 Oct 2017

Venue: Radisson Blu, Leeds

Speaker: Dr John McMullen, Partner at Wrigleys Solicitors

Further information

Annual Charity Governance Seminar 2017

Date: 19 Oct 2017

Venue: Hilton City Leeds

Speaker: Sarah Atkinson , Julia Unwin CBE

Further information

Philanthropy Impact - The role of professional advisers, philanthropists...

Date: 07 Nov 2017

Venue:

Speaker: Fran Hegyi, Executive Director, Hull UK City of Culture 2017; Andrew Dixon, Director, Culture Creativity Place, Bid adviser Leeds 2023; Other speakers TBC

Further information and booking

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