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 client care, contentious probate and other updates on recent developments in private client practice.
The conference is aimed at private client practitioners, heads of private client departments and managing partners, family business lawyers and investment and financial advisers.
This is the first time thewealthworks have sponsored the event and it provides a fantastic opportunity to continue to build awareness of Troika, which is becoming increasing recognised amongst private client practitioners for its intuitive functionality, its flexibility, speed and accuracy.
Mick Jones, our Managing Director said:
“Troika manages all the information in a single database, providing a comprehensive system for producing accounts, generating forms and assisting with the general day to day management of trusts and estates.
“As cases of contentious probate escalate, the need for accurate record-keeping of all actions taken during the course of probate is paramount where a Will might be contested. This increase in the work load of fee earners is eroding profit margins as more time needs to be spent on unravelling the complexities of the provisions made in a Will amid claim and counterclaim.
“Troika for Trusts also assists with the increasing compliance obligations under AEOI and the Trust Registration service, which have placed even more pressure on the private client practitioner.
“Tried and tested specialist software will provide private client lawyers with immense confidence going forward. In fact, we don’t regard Troika as software but as an on-going service and resource for practitioners.
“We are delighted to be sponsoring this important event. Not only does it give thewealthworks an opportunity of showcasing its products directly to potential end-users, it exposes us to the thoughts and future requirements of a sophisticated market which will impact on our future development strategy.”
The Law Society’s Private Client Section Conference takes place at the Victoria Park Plaza on Friday 29th June. Further information is available by contacting 0207 316 5700 or email: firstname.lastname@example.org