Probate
Overview Occasionally, when entering Date of Death transactions within your estate, you’ll see the following warning - “All codes for this IHT category ...
Mon, 15 Jan, 2024 at 12:50 PM
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...
Thu, 6 Apr, 2023 at 4:21 PM
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...
Thu, 6 Apr, 2023 at 4:22 PM
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...
Mon, 29 Apr, 2024 at 10:21 AM
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...
Thu, 6 Apr, 2023 at 4:26 PM
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...
Thu, 6 Apr, 2023 at 4:27 PM
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 ...
Tue, 18 Jul, 2023 at 1:19 PM
Overview There are often questions over rounding differences which occur with transactions entered in the IHT411 and IHT412. HMRC also use conventional...
Tue, 22 Jan, 2019 at 1:58 PM
The PA1P form incorporates a 'Legal Statement', to be signed by the applicants or the authorised person, replacing the previous requirement for a St...
Mon, 4 Mar, 2024 at 1:17 PM
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...
Fri, 25 Jan, 2019 at 11:28 AM