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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Accountants’ interest in probate services set to soar

Following the recently published SWAT UK Probate Survey which indicates a growing appetite amongst accountants for providing probate services, an ICAEW best practice masterclass held in London in May confirmed the trend after the intense interest in probate software shown by the attending practitioners. The first of two, half-day ICAEW events – ‘Probate: making the most …

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thewealthworks support ICAEW probate masterclass

Leading wealth management software developers, thewealthworks, will be supporting the ICAEW at two significant best practice masterclasses focusing on probate and how chartered accountancy practices can grow their business through offering probate as a new service. The two, half-day ICAEW events – ‘Probate: making the most of the opportunity’ – will focus on how big …

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Great response to thewealthworks’ trust seminar

In the wake of the ‘Panama Papers’ disclosures, thewealthworks had a fantastic response to a seminar designed to bring UK trust practitioners up to date with the latest reporting requirements. The fully booked event, which was held at the Grand Connaught Rooms in central London, was hosted by wealth management software developer thewealthworks and led …

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Seasonal Salutations for Sussex Oakleaf

Once again the festive season is upon us and, as tradition, thewealthworks has made a donation to a local charity instead of sending out Christmas cards. This year, two important issues raised by thewealthworks’ staff were mental health and homelessness. One local charity fits the bill – Sussex Oakleaf. Sussex Oakleaf, based in Crawley, West Sussex, …

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The Software Tailor

The benefits of good software integration have been acknowledged for a long time, but integration can be achieved at so many different levels, with differing levels of automation.  Integrated software or a suite of integrated applications allows users to complete multiple business functions within the same interface (like Microsoft Office), however bigger benefits for businesses …

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