The complete private client services software for managing UK trusts, estates and deputyships
Reduce your private client workload by consolidating all your data into a powerful comprehensive solution that handles the accounts production, form completion and compliance.
You can use any combination of features to create the perfect software solution for your team and upgrade at any time with no hassle.
You can use any combination of features to create the perfect software solution for your team and upgrade at any time with no hassle.
Get a clear picture
Using WealthWorks+
The dashboards in WealthWorks+ provide a perfect snapshot of the current status of all your trusts and trust assets under management. It’s easier to stay in control when you know what you’re controlling.
Registered keepers
Including beneficial owners
Keep track of all the information you need for the Trust Registration Service, FATCA and CRS reporting. We are committed to working with the HMRC to link with their API to make your TRS obligations as painless as possible.
Never sub-par Accounts
Produced in just 2 minutes
Save a significant amount of time by efficiently producing trust accounts. Troika Accounting is the only system that can produce sub-fund accounts as easily as full trust accounts.
Write, review, repeat
With automated transactions
The system will reduce the time you spend processing repeating transactions and can automatically post dividends, generate investment income and calculate daily bank interest.
It’s not taxing
Integrated tax calculations
Troika Accounting can calculate CGT and VAT as well as integrating with Thomson Reuter’s Digita for automated completion of the SA900 Trust Tax Return.
It’s a date
Never miss a deadline
Never miss a deadline for your trusts as the system keeps track of key events from 10 year anniversaries and key beneficiaries birthdays to client review due dates and compliance check expiration dates.
Keep in form
Everything you need to get the Grant
Automatically complete the forms for obtaining the Grant of Probate, including the IHT205 or IHT400 and all its sub-schedules as well as the PA1P, C4, IHT100 and IHT217.
Accounting for everything
With comprehensive estate accounts
Produce STEP-based estate accounts at any time during the administration period. Simply put our accounts are the best on the market!
You can do it all
The complete solution
Troika Accounting is the complete estate management solution that will save time and reduce the risk of errors. Data is only entered once to complete the IHT forms, manage the administration period and produce estate accounts.
Review the possibilities
To keep service top notch
Automate client reviews to ensure that the high quality client service you offer never waivers and you fulfil your regulatory obligations.
Always engaging
Keeping the clients up to date
Effortlessly generate precedent letters from within the system for any stage of the estate progress, including engagement letters, valuation requests and beneficiary information.
Tracked down
Every deadline noted
In-built workflows and tasks will help you to efficiently manage deadlines and keep the estate’s progress on track.
Perfect form
With your deputyship reporting
Save time with the automated completion of statutory COP forms including the OPG102 deputy annual report form.
Keeping account
In just a few simple clicks
Reduce time by producing a detailed set of deputyship accounts in only 2 minutes!
The ins and outs
Fully automated transactions
Troika Accounting can reduce time spent on the bank account’s incomings and outgoings by automating regular payments, UK benefits and income.
It’s all right there
Every penny accounted for
Effortlessly keep track and keep control of all your client’s assets and liabilities.
Time is of the essence
When providing quality service
By saving time on the day-to-day tasks you can maximise your time with clients and improve your deputyship service.
Don't risk it
Consolidate your data
Reduce the risk of errors in reporting by storing all your data in one system that updates in real-time across the whole database.
- UK Trusts
Get a clear picture
Using WealthWorks+
The dashboards in WealthWorks+ provide a perfect snapshot of the current status of all your trusts and trust assets under management. It’s easier to stay in control when you know what you’re controlling.
Registered keepers
Including beneficial owners
Keep track of all the information you need for the Trust Registration Service, FATCA and CRS reporting. We are committed to working with the HMRC to link with their API to make your TRS obligations as painless as possible.
Never sub-par Accounts
Produced in just 2 minutes
Save a significant amount of time by efficiently producing trust accounts. Troika Accounting is the only system that can produce sub-fund accounts as easily as full trust accounts.
Write, review, repeat
With automated transactions
The system will reduce the time you spend processing repeating transactions and can automatically post dividends, generate investment income and calculate daily bank interest.
It’s not taxing
Integrated tax calculations
Troika Accounting can calculate CGT and VAT as well as integrating with Thomson Reuter’s Digita for automated completion of the SA900 Trust Tax Return.
It’s a date
Never miss a deadline
Never miss a deadline for your trusts as the system keeps track of key events from 10 year anniversaries and key beneficiaries birthdays to client review due dates and compliance check expiration dates.
- Probate
Keep in form
Everything you need to get the Grant
Automatically complete the forms for obtaining the Grant of Probate, including the IHT205 or IHT400 and all its sub-schedules as well as the PA1P, C4, IHT100 and IHT217.
Accounting for everything
With comprehensive estate accounts
Produce STEP-based estate accounts at any time during the administration period. Simply put our accounts are the best on the market!
You can do it all
The complete solution
Troika Accounting is the complete estate management solution that will save time and reduce the risk of errors. Data is only entered once to complete the IHT forms, manage the administration period and produce estate accounts.
Review the possibilities
To keep service top notch
Automate client reviews to ensure that the high quality client service you offer never waivers and you fulfil your regulatory obligations.
Always engaging
Keeping the clients up to date
Effortlessly generate precedent letters from within the system for any stage of the estate progress, including engagement letters, valuation requests and beneficiary information.
Tracked down
Every deadline noted
In-built workflows and tasks will help you to efficiently manage deadlines and keep the estate’s progress on track.
- Deputyships
Perfect form
With your deputyship reporting
Save time with the automated completion of statutory COP forms including the OPG102 deputy annual report form.
Keeping account
In just a few simple clicks
Reduce time by producing a detailed set of deputyship accounts in only 2 minutes!
The ins and outs
Fully automated transactions
Troika Accounting can reduce time spent on the bank account’s incomings and outgoings by automating regular payments, UK benefits and income.
It’s all right there
Every penny accounted for
Effortlessly keep track and keep control of all your client’s assets and liabilities.
Time is of the essence
When providing quality service
By saving time on the day-to-day tasks you can maximise your time with clients and improve your deputyship service.
Don't risk it
Consolidate your data
Reduce the risk of errors in reporting by storing all your data in one system that updates in real-time across the whole database.
Watch our video to see how our
probate solution
can help you
Would you like more information?
We are open 9am – 5pm, five days a week
Call us on 01444 401 333
or send us a message online