thewealthworks

Developers of WealthWorks+. The new formula for trust and wealth management software.

[thewealthworks @thewealthworks]

How do you manage record-keeping for Source of Funds and Source of Wealth? Our latest blog explores why it's so important and how WealthWorks+ can help https://t.co/qfLcNPHQJ0
#sourceofwealth #sourceoffunds #wealthmanagement #wealthworks

[thewealthworks @thewealthworks]

Is the Family Investment Company the new Trust? Take a look at our latest blog and let us know your thoughts! https://t.co/UtwZp9l1Ke
#trusts #familyinvestmentcompany #WealthManagement

[Gill Steel @GillSteelLaw]

Do you struggle with the changes to CGT in the administration of an estate in relation to UK residential property. Let me know if you would welcome a LawSkills webinar on the topic.

[Gill Steel @GillSteelLaw]

If you are a member of STEP see their report on Social & Economic Benefits of Trusts. The report can be found at https://t.co/pFiGR4IKbH.

[thewealthworks @thewealthworks]

When was the last time you refreshed your knowledge on the risks and consequences of winding up a trust? Don't worry, there's still time to book your place on the @LawSkills webinar on how to close a trust!

[LawSkills Ltd @LawSkills]

"How to close a Trust" - Wednesday Webinar, 7 April. Enables participants to recognise potential risks on winding up a trust & manage the closure of a trust. Can’t make the date? Book anyway and we'll send you a link to the recording.

https://t.co/YMHbt1rci1
#LawSkills #Trusts

[LawSkills Ltd @LawSkills]

Unadministered Estates: What to do/How to go about administering an estate where death was several years ago and nothing has been done since
By Paul Saunders FCIB TEP

https://t.co/8BgyJlWhiZ

#LawSkills

[LawSkills Ltd @LawSkills]

LawSkills invites you to book for the upcoming Wednesday Webinar "How to Close a Trust", 7 April 2021. Find out more: https://t.co/7UjS2Xak6c
Sponsored by @thewealthworks, presented by @GillSteelLaw
#LawSkills #WednesdayWebinars #GillSteel

[LawSkills Ltd @LawSkills]

How to set up a Trust
Do you draft Wills containing trusts? Do you execute estate administration based on those Wills?

Now you can learn how to administer the trust itself! Join @GillSteelLaw on this Wednesday Webinar.

https://t.co/AeABoKsMRm
#LawSkills

[thewealthworks @thewealthworks]

Looking forward to @LawSkills webinar on how to set up a trust (and not just because we're the sponsor)!

[LawSkills Ltd @LawSkills]

Do you draft Wills containing trusts? Do you execute estate administration based on those Wills?

Now you can learn how to administer the trust itself! Join @GillSteelLaw on this Wednesday Webinar.

https://t.co/AeABoKsMRm

#LawSkills

[thewealthworks @thewealthworks]

An interesting piece in the @ICAEW Viewpoints from a sole practitioner on offering #probate services. What's your take? https://t.co/r9IX5A7wyV

[thewealthworks @thewealthworks]

We've added a simple 10 year charge calculator to our website for UK trusts. Why not give it a test and let us have your feedback! #trusts #tax #10yearcharge https://t.co/u2dyylc8MN

[Goodfirms @Goodfirms]

Check out the Best #Wealth Management Software on @GoodFirms - https://t.co/T6CQRUxQNY

Best #WealthManagement Software: https://t.co/CQresDnSHj

@EngineAdvisor
@Eze_Soft
inStream
@FinFolio
@PersonalCapital
@Advicent
@SSCAdvent
@thewealthworks
@planview
@Addepar

#GoodFirms

[thewealthworks @thewealthworks]

Not only do we develop advanced wealth management software but we also predict the future! Written back in January we thought we'd share our very topical blog again #excelgate #excel #spreadsheets #WealthManagement https://t.co/UHW1iBQKgT

[thewealthworks @thewealthworks]

Here's a quick reminder of our business continuity plan. Full support is offered to clients as normal during this time, although we request that assistance is requested via email in the first instance as telephone support is running at a reduced capacity. https://t.co/5n15zQLg5A

[thewealthworks @thewealthworks]

We've released a statement on our business continuity planning for COVID-19 and would like to reassure all our clients that we will continue to provide support and assistance as normal
https://t.co/5n15zQLg5A

[thewealthworks @thewealthworks]

This is something to keep an eye on!

[STEP @STEPSociety]

UK MPs propose gift allowance system to replace inheritance tax #STEPNews https://t.co/B5lVUuPb2l

[thewealthworks @thewealthworks]

Here's some very useful guidance from @STEPSociety on #GDPR and how it should be applied to trusts and estates https://t.co/WZz2p59UDN

[thewealthworks @thewealthworks]

Are you still using spreadsheets? Beware the curse! Our latest blog might be a bit of fun, but the risks of using spreadsheets are very real.
#spreadsheets #risks #accountingsoftware https://t.co/UHW1iBQKgT

[thewealthworks @thewealthworks]

We're proud to be sponsoring the @STEPSociety Conference in London on 27 November. Hope to see you there! #tte2019 #trustsandestates https://t.co/ZpORtLKabb

[Gill Steel @GillSteelLaw]

An update on Trust registration, FATCA & CRS guidance, Disclosure of trust documents to beneficiaries and GDPR for trusts will all be covered in my webinar on 5 July - sign up https://t.co/bgDQgj95SM #trusts #gdpr #fatca