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thepartners@wrigleys.co.uk

Leeds: 0113 244 6100

Sheffield: 0114 267 5588

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Tax and accounts guidance for trusts and deputyships

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;

  • Preparing formal trust accounts, cash reconciliation statements and deputyship annual accounts; and

  • Submitting annual accounts to the Office of the Public Guardian on behalf of the deputy.

For further information, please do not hesitate to get in touch.

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.

Lisa Eato View Biography

Lisa Eato

Direct Line: 0114 267 5598

Legal Director
Sheffield

Meet the team

16 Jan 2019

The OTS's first report on the review of Inheritance Tax

The OTS's first report focuses on addressing the "practical complexities" of the regime.

10 Jan 2019

Thinking of installing renewable energy? What you need to know about the Smart Export Guarantee

The Government is consulting on the way small generators are paid for electricity they export to the grid –what is proposed, and what does this mean?

09 Jan 2019

What is cohousing?

Continuing our series examining key community-led housing concepts, we look at cohousing as an alternative to more conventional projects.