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thepartners@wrigleys.co.uk

Leeds: 0113 244 6100

Sheffield: 0114 267 5588

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Managing trusts is a significant commitment for you and your future generations.

The management of trusts and family wealth can frequently be complex and, almost always, time consuming. Whether a trust has been in place for generations or is a new trust, it will require detailed records to be mantained and coordination with solicitors, accountants and other advisers.

Through a combination of our trust managers, lawyers, tax advisers and administrative systems, Wrigleys can help you with the legal, accounting and compliance obligations that you need to manage your trust assets.

Trust Management

In addition to advising on and setting up trusts, Wrigleys also manage trusts on your behalf on an ongoing basis which may include:

  • Liaison between trustees, beneficiaries and investment managers and other professionals.
  • Annual accounts and trust records.

  • Tax returns and tax planning.

  • Distributions from the trust.

  • Winding up the trust.

Trusts and Deputyship Administration

Wrigleys has a specialist Trust and Court of Protection Administration team, which deals with all aspects in relation to administering trusts and deputyships. Further details are available here.

Trusts and Deputyship Tax and Accounts

Wrigleys’ specialist Trust and Court of Protection Administration Team is qualified to deal with the tax affairs of trustees, trust beneficiaries and Court of Protection deputyship clients. Further details are available here.

Trust Management

Lynne Bradey View Biography

Lynne Bradey

Partner
Sheffield

Marie-Louise Hamilton View Biography

Marie-Louise Hamilton

Partner
Leeds

Meet the team

Lynne Bradey View Biography

Lynne Bradey

Partner
Sheffield

Marie-Louise Hamilton View Biography

Marie-Louise Hamilton

Partner
Leeds

Lisa Eato View Biography

Lisa Eato

Legal Director
Sheffield

Emma Lowe View Biography

Emma Lowe

Trust Manager
Leeds

Hilary Tucker View Biography

Hilary Tucker

Trust Manager
Leeds

Direct employment of carers: Managing the risks

Austin Thornton discusses regulation and risk management in the direct employment of care staff focussing on CQC registration and insurance problems.

Click here to view more

The Minimum Energy Efficiency Standard: what is it and how will it affect you?

As from April 2018 the Minimum Energy Efficiency Standard (MEES) could prevent landlords from letting properties with low EPC ratings.

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Professional trustee; an update

The Pension Regulator sets out its revised description of a 'professional trustee.

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Schools Breakfast Club - Changing the rules: gender issues and pupil policies - 16th January 2018

Date: 16 Jan 2018

Venue: Wrigleys Solicitors, 19 Cookridge Street, Leeds

Further information

Employment Breakfast Briefing - 6 February 2018

Date: 06 Feb 2018

Venue: Radisson Blu, Leeds

Further information

Religious life:

Date: 21 Feb 2018

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

Further information

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