Website Cookie Policy

We use cookies to give you the best possible online experience. If you continue, we’ll assume you are happy for your web browser to receive all cookies from our website.
See our cookie policy for more information.

Practice Areas

More Information

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

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.

Click here to view more

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'.

Click here to view more

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.

Click here to view more

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

Mailing list

Receive the latest news, events and updates from Wrigleys:

Follow Wrigleys: