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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

The June Yorkshire Family Business Bulletin

This month, Thomas Wainman considers 'employee ownership' as an option for family businesses plus the usual mix of news, insights and perspectives.

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HMRC's Trust Registration Service – ACTION REQUIRED

In June 2017, HMRC Trust Registration Service is due to be launched and will require all trusts with potential UK tax liabilities to be registered.

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Beware of finance leases dressed up as operating leases

A reminder of when academies need ESFA consent.

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Schools Breakfast Club

Date: 11 Jul 2017

Venue: Wrigleys Solicitors, 19 Cookridge Street, Leeds, LS2 3AG

Speaker: Lisa Armstrong, Chartered Educational Psychologist at Evolution Psychology Ltd

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Breakfast Briefing

Date: 01 Aug 2017

Venue: Radisson Blu, Leeds

Speaker: Dr John McMullen, Partner at Wrigleys Solicitors

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Breakfast Briefing - 17th October 2017

Date: 17 Oct 2017

Venue: Radisson Blu, Leeds

Speaker: Dr John McMullen, Partner at Wrigleys Solicitors

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