Trusts

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 …

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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 …

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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 …

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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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Compliance is the biggest challenge for private client practitioners

Accurate record keeping and complying with the burgeoning regulations associated with Automatic Exchange of Information (AEOI) on tax are the biggest challenges faced by private client practitioners going forward according to Gill Steel of LawSkills Ltd, an acknowledged authority in the areas of Probate, Trusts and Tax. Speaking to an audience comprising Trust and Estate practitioners …

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Great response to thewealthworks’ trust seminar

In the wake of the ‘Panama Papers’ disclosures, thewealthworks had a fantastic response to a seminar designed to bring UK trust practitioners up to date with the latest reporting requirements. The fully booked event, which was held at the Grand Connaught Rooms in central London, was hosted by wealth management software developer thewealthworks and led …

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