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Overview Occasionally, when entering Date of Death transactions within your estate, you’ll see the following warning - “All codes for this IHT category ...

Overview This process allows users to link assets which exist to the list in the will section, so that they can highlight where an item was named in the...

We recommend updating your systems to use Adobe Reader DC for all statutory forms and IHT returns generated from Troika. Adobe Reader DC ensures any amendme...

Overview The IHT form requires you to confirm the number of children and grandchildren who survived the deceased. This can be entered into Troika in a f...

Overview In Troika versions 2.08.018 on, there is a new option within Estates, to post Asset Income as either net or gross. To accommodate this, users a...

Overview In some organisations, daily prices are supplied by a third party price feed each day, and included into Troika. Where a client is not taking a...

Overview Troika creates accounting ledgers and transactions as well as entries used on the IHT form whenever you add any transactions in Load Data. You ...

Overview There are often questions over rounding differences which occur with transactions entered in the IHT411 and IHT412.  HMRC also use conventional...

The PA1P form incorporates a 'Legal Statement', to be signed by the applicants or the authorised person, replacing the previous requirement for a St...

Overview This guide will outline how to record when a beneficiary pays a liability on an estate, and how to reimburse that beneficiary.  In the event yo...