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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The Disabilities Trust logo

ConnectAbility for Christmas Charity 2017

Christmas ConnectAbility  This Christmas thewealthworks are very proud to support The Disabilities Trust’s ConnectAbility appeal. Every December we make a donation to charity instead of sending out traditional Christmas cards. This year it’s fantastic for us as techies to be able to give to a charity running a technology-based campaign. Technical Assistance The Disabilities Trust …

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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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New Troika clients in Hong Kong, Monaco and Jersey

Global Growth thewealthworks are very pleased to report a continuing growth in our global client base. Troika is attracting a lot of attention from a diverse range of clients from legal firms and chartered accountancy practices to offshore companies and family offices. Recent additions to our client community include a single family office in Monaco …

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Software Highway

Buying software – which way to go? You may have read that not all systems are created equally and that is perfectly true. The easiest analogy to demonstrate this would be to compare software systems to car makes. Some cars are very luxurious and beautiful, but looking good is not akin to reliability. Some cars …

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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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