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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Twenty Years of Troika

The Beatles sang “It was twenty years ago today Sgt. Pepper taught the band to play”.  Well twenty years ago today, almost to the day, in 1995 Troika was born.  In the same year Peter Cook died and John Major struggled with his small majority. We started with three clients and ten users; now over …

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The Changing of Time

After 16 years of working in law firms, 12 of those as a Trust Manager I’d decided it was time for a change.  Little did I realise in my search for something different it would involve not only changing roles but a life change as well.  Yes…I was about to become….a Southerner!!!  So it was …

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PRESS RELEASE – Small businesses can now compete for probate

Specialist software makes probate services a profitable option New probate and estate management software packages are being made available to small firms of lawyers, chartered accountants and alternative business structures enabling them to provide the specialist services previously restricted to large and medium sized business. Leading wealth management software developers, thewealthworks, has identified a market …

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FATCA is just the starter; supersized reporting is on its way!

It seems like the news recently for anyone in the financial industry has been full of FATCA. How will FATCA affect your business? Will you be FATCA compliant? Do you understand the risks? Despite some resistance most companies are now getting ready to swallow the inevitability of FATCA. Well, just as trust and estate practitioners, …

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