Trusts

Framed picture of investment growth

Is the Family Investment Company the new Trust?

Needing a Trust alternative Since 2006 Trusts have become less attractive as a structure for managing family wealth due to increasing restrictions and greater regulations. The wealth management market started searching for an alternative that could offer the wealth protection that used to make Trusts so appealing but with greater tax efficiencies. Along came the …

Is the Family Investment Company the new Trust? Read More »

Fortune teller gazing into a glowing crystal ball

The curse of the spreadsheet strikes again!

Do you believe in curses? From folklore to Hollywood blockbusters, there is no shortage of stories about supernatural forces. I, for one, have always been enthralled by the supernatural, my favourite book as a young teen was about unexplained phenomena. With a rather ominous looking skull on the front cover, I was fascinated by the …

The curse of the spreadsheet strikes again! Read More »

Business man pressing digital VAT button

WealthWorks+ gets HMRC Recognition

Wealth Managers Making Tax Digital (MTD) for VAT WealthWorks+ has received HMRC recognition as a VAT compatible software provider. Tax recording for UK entities is changing as part of the Making Tax Digital initiative. Digital tax recording and submission is now essential to help wealth managers meet their MTD obligations. Wealth managers, whose clients and …

WealthWorks+ gets HMRC Recognition Read More »

WealthWorks+ Exhibition Stand

Channel Islands launch of new global wealth management software

Our brand new platform for wealth management professionals was launched in Jersey on 6 November. Built using the latest responsive web technology, WealthWorks+, is a global wealth management solution for accounting, compliance and administration of trusts, funds, partnerships, companies, foundations, estates and deputyships. We have been developing our Troika brand since 1995 and have a …

Channel Islands launch of new global wealth management software Read More »

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 …

thewealthworks Sponsors The Law Society Read More »

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 …

Leading Private Client Barrister to Address Troika User Group Read More »

Scroll to Top