thewealthworks

thewealthworks Sponsors The Law Society

thewealthworks is proud to be an official sponsor to the Law Society’s Private Client Section Conference on 29 June in London. The annual event will provide specialist content and a range of expert speakers sharing their expertise on a wide span of topics critical to private client practitioners. These will include capital tax planning, elder

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PRESS RELEASE – Small businesses can now compete for probate

Specialist software makes probate services a profitable option New probate and estate management software packages are being made available to small firms of lawyers, chartered accountants and alternative business structures enabling them to provide the specialist services previously restricted to large and medium sized business. Leading wealth management software developers, thewealthworks, has identified a market

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FATCA – a new element for Troika

Leading private client software developers, thewealthworks, has become the first supplier to introduce a new element to assist financial institutions with their obligations under the US Foreign Account Tax Compliance Act (FATCA). FATCA was enacted in 2010 by Congress to target non-compliance by U.S. taxpayers using foreign accounts. It requires foreign financial institutions to report to

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Leading trusts practitioner joins thewealthworks

PRESS RELEASE A highly experienced and respected trust manager from the law firm Wrigleys, has joined our team as UK Products Manager. Jane Symonds was Trust Manager at Leeds based Wrigleys for 12 years where she provided a full service to trustees, including preparation of annual trust accounts and trust tax returns, as well as personal

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