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.
Dashboards
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.
Registers
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.
Accounts
Efficient. Exclusive. Seamless.
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.
Repeating transactions
Can be automated
The system will reduce the time you spend processing repeating transactions and can automatically post dividends, generate investment income and calculate daily bank interest.
Tax
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.
Key events
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.
Automated forms
Statutory form production
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
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!
Data loading
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.
Client reviews
To enhance your client services
Automate client reviews to ensure that the high quality client service you offer never waivers and you fulfil your regulatory obligations.
Letter generation
Keeping the clients up to date
Generate precedent letters from within the system for any stage of the estate progress, including engagement letters, valuation requests and beneficiary information.
Workflows
Every deadline noted
In-built workflows and tasks will help you to efficiently manage deadlines and keep the estate’s progress on track.
- UK Trusts
Dashboards
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.
Registers
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.
Accounts
Efficient. Exclusive. Seamless.
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.
Repeating transactions
Can be automated
The system will reduce the time you spend processing repeating transactions and can automatically post dividends, generate investment income and calculate daily bank interest.
Tax
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.
Key events
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
Automated forms
Statutory form production
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
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!
Data loading
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.
Client reviews
To enhance your client services
Automate client reviews to ensure that the high quality client service you offer never waivers and you fulfil your regulatory obligations.
Letter generation
Keeping the clients up to date
Generate precedent letters from within the system for any stage of the estate progress, including engagement letters, valuation requests and beneficiary information.
Workflows
Every deadline noted
In-built workflows and tasks will help you to efficiently manage deadlines and keep the estate’s progress on track.
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