Probate
Overview Properties are often the asset with the greatest value in an estate and inevitably there is often a change in their value during an estate’s ad...
Mon, 8 Jul, 2024 at 10:41 AM
Overview There are a variety of circumstances where interest becomes payable on the inheritance tax (IHT) of an estate. These instructions are designed ...
Mon, 8 Jul, 2024 at 10:31 AM
Joint bank accounts are entered within Wealth Management, Client tab and the Load Data menu option under the Assets/Liabs radio button. Subsection 'Oth...
Mon, 6 Jan, 2020 at 1:40 PM
Overview On occasions, executors settle liabilities on an estate. You will wish to record this within Troika for accounting purposes. In the event t...
Fri, 31 Mar, 2023 at 2:19 PM
If the estate has uninvested cash within a stock and shares ISA wrapper the way to record this would be to create an investment under the IHT411_ 2 subsecti...
Tue, 15 Dec, 2020 at 11:32 AM
Overview Troika is used to administer an estate for a deceased individual, and assist with the production of the HMRC IHT probate forms. The probate fra...
Mon, 17 Apr, 2023 at 10:47 AM
The PA1A form became available for completion within Troika from release 2.09.026. Producing the Form From the Wealth Management module, select the ...
Tue, 23 Dec, 2025 at 12:21 PM
For those clients using Troika to administer their estates, the probate functionality is found within the Wealth Management module. The following sectio...
Thu, 21 May, 2026 at 4:54 PM
Adding the Estate Within Wealth Management, Client tab, select the menu option Estates - Add. This will open the New Estate Wizard. Enter the de...
Thu, 21 May, 2026 at 3:58 PM
Administrative Details In Wealth Management, Client tab, and the Estate Details - Edit menu option, select the Administrative Details tab. Within here y...
Thu, 21 May, 2026 at 3:58 PM