Probate

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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Royal Courts of Justice

Leading Private Client Barrister to Address Troika User Group

We are delighted to announce that one of the UK’s brightest legal minds, private client barrister Edward Hewitt, has agreed to be the guest speaker at our forthcoming User Group. Legal Leader Barrister Edward Hewitt has a broad Chancery practice based at Lincoln’s Inn. His primary focus is private client work and he predominantly acts

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Accountants’ interest in probate services set to soar

Following the recently published SWAT UK Probate Survey which indicates a growing appetite amongst accountants for providing probate services, an ICAEW best practice masterclass held in London in May confirmed the trend after the intense interest in probate software shown by the attending practitioners. The first of two, half-day ICAEW events – ‘Probate: making the most

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thewealthworks support ICAEW probate masterclass

Leading wealth management software developers, thewealthworks, will be supporting the ICAEW at two significant best practice masterclasses focusing on probate and how chartered accountancy practices can grow their business through offering probate as a new service. The two, half-day ICAEW events – ‘Probate: making the most of the opportunity’ – will focus on how big

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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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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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