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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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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

Paying For Residential Care: A Guide For Private Client Practitioners. – A new publication from Wrigleys

Our book launch saw solicitor and author Austin Thornton introduce his book; Paying For Residential Care: A Guide For Private Client Practitioners

Click here to view more

Carillion and schools

There has been a lot in the news about the appointment of a liquidator for Carillion and what this could mean for existing contracts with schools.

Click here to view more

Community rights

This article sets out a summary of the community rights and powers introduced by the Localism Act 2011 and how they can be used by community groups.

Click here to view more

Religious life:

Date: 21 Feb 2018

Venue: Wheeler Hall, Leeds Cathedral, St Anne's Street, Leeds

Further information

The Academies Event 2018: The future of state schooling

Date: 28 Feb 2018

Venue:

Further information and booking

The 2nd Regional Learning Improvement and Innovation Show

Date: 01 Mar 2018

Venue:

Further information and booking

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