Over the last 12 months, thewealthworks have continued to enhance and refine our trust and probate software. We have recently partnered with LexisNexis for integrated sanctions checking for trust compliance and we have been busy working with our probate users to understand the direction of future upgrades. Topics at the top of the list include incorporating functionality to deal with the regulatory requirements of the ICAEW, and a “rapid 205” option.

To celebrate the anticipated end of lockdown we are offering CharterGroup members a free one-hour review of your trust and probate processes. Now is the perfect time to look at improving your record-keeping and compliance and help your clients more efficiently to achieve their financial goals.

For more information please contact Di Pospisil.
Di Pospisil
Sales & Marketing Executive
diana.pospisil@thewealthworks.com
thewealthworks Limited
Working hours: 8.45 to 14.45.
+44 (0)1444 401333