“Our clients set up trusts for a variety of reasons – to pass wealth down through the generations, to help preserve family businesses, to protect assets for vulnerable people and to utilise tax exemptions and reliefs. We need to ensure that we have the structures and processes in place to meet individual and family needs that they are properly administered and comply with the latest regulations.”

“To achieve this with the consistency and accuracy we demand, we need the very best of breed software to support this specialist area of work and thewealthworks’ Troika Accounting product has passed all the rigorous tests we have provided for it.”

Lesley Lintott, Head of the Private Client Practice Group, Penningtons Manches LLP