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...
Fri, 25 Jan, 2019 at 1:40 PM
Overview There are a variety of circumstances where interest becomes payable on the inheritance tax (IHT) of an estate. These instructions are designed ...
Mon, 18 Mar, 2019 at 12:03 PM
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