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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

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Changes to Permitted Development Rights for Rural Communities

The changes provide more flexibility to rural communities as to how they use existing buildings to deliver much needed homes and help farms modernise.

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Naidex

Date: 25 Apr 2018

Venue:

Further information and booking

Charity Workshop: General Data Protection Regulation (GDPR)

Date: 10 May 2018

Venue: St George's Centre, Great George Street, Leeds

Further information

Employment Law Update for Charities 2018

Date: 26 Jun 2018

Venue: Hilton Leeds City, Neville Street, Leeds

Further information

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