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...

The details for exemptions and reliefs are entered into Wealth Management, Client tab and the menu option Load Data, much the same way you enter details of ...

Troika has several reports specifically written to help with managing estates which you can produce at any time during the administration period. To run...

The IHT forms can be produced at any time, but you may wish to wait until you have added all the details for the estate at the date of death and have had th...