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 …

The Mistrustful Day Read More »

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 …

FATCA – a new element for Troika Read More »

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 …

Leading trusts practitioner joins thewealthworks Read More »

Scroll to Top