thewealthworks Customer Support Portal

Adding Assets and Liabilities To add assets and liabilities to an estate, within Wealth Management, Client tab, select the Load Data menu option. Within...

Managing investments is similar to managing assets and liabilities, however you first need to make sure you have ticked the IHT411 and/or IHT412 option (or ...

Managing the deceased's bank or building society accounts is similar to managing assets and liabilities, however, you first need to make sure that you h...