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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The Mistrustful Day

According to HMRC, the number of trust returns submitted for the 2012/13 tax year was 160,500.  This is compared with the 201,000 that were submitted in the 2007/08 tax year. Is this a sign that the number of trusts are declining?  What is the future for trusts? As many practitioners will know, the number of returns …

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FATCA – a new element for Troika

Leading private client software developers, thewealthworks, has become the first supplier to introduce a new element to assist financial institutions with their obligations under the US Foreign Account Tax Compliance Act (FATCA). FATCA was enacted in 2010 by Congress to target non-compliance by U.S. taxpayers using foreign accounts. It requires foreign financial institutions to report to …

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Leading trusts practitioner joins thewealthworks

PRESS RELEASE A highly experienced and respected trust manager from the law firm Wrigleys, has joined our team as UK Products Manager. Jane Symonds was Trust Manager at Leeds based Wrigleys for 12 years where she provided a full service to trustees, including preparation of annual trust accounts and trust tax returns, as well as personal …

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