Pricing
Estate planning that starts at £0
Start free with the essentials. Upgrade when you're ready — no hidden fees, no contracts, cancel anytime.
Currently in beta
Switch to annual and save up to £29/year
Free
£0
Get started with the essentials and organise the foundations of your estate.
- Estate overview dashboard
- Up to 5 assets, 1 liability
- Up to 2 beneficiaries, 1 executor
- 3 documents / 500MB storage
- 5 vault entries (4 categories)
- Basic will template (3 specific bequests)
- AES-256 encryption
Most popular
Premium
£4.99/ month
Unlock the full toolkit for comprehensive estate organisation and planning.
Everything in Free, plus:
- Unlimited assets & liabilities
- Up to 10 beneficiaries, 2 executors
- 50 documents / 2.5GB storage
- 50 vault entries (8 categories)
- Enhanced will with conditional bequests & trust clauses
- Up to 15 provider relationships
- Basic gift tracking
- Static IHT indicator
- Editable will preview + professional PDF
- 3rd party marketplace access
On our roadmap
- Executor read-only portal
Ultra
£11.99/ month
For those who want every tool, every feature, and complete peace of mind.
Everything in Premium, plus:
- Unlimited beneficiaries & executors
- Unlimited vault entries & categories
- Unlimited documents / 20GB storage
- Unlimited provider relationships
- Advanced gift tracking (taper relief & exemptions)
- Multiple will versions
- Premium PDF styling
- Priority support
- Death notification service (after 24+ months)
On our roadmap
- Interactive IHT mitigator
- Full executor portal access
- Beneficiary portal
Features marked as planned are on our active roadmap and included in your subscription at no extra cost when released.
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Full feature breakdown
| Free £0 | Premium £4.99/mo | Ultra £11.99/mo | |
|---|---|---|---|
| Estate Organisation | |||
| Estate overview dashboard | |||
| Assets | Up to 5 | Unlimited | Unlimited |
| Liabilities | 1 | Unlimited | Unlimited |
| Beneficiaries | Up to 2 | Up to 10 | Unlimited |
| Executors | 1 | 2 | Unlimited |
| Provider relationships | Up to 15 | Unlimited | |
| Documents & Vault | |||
| Document uploads | 3 | 50 | Unlimited |
| Storage | 500MB | 2.5GB | 20GB |
| Vault entries | 5 (4 categories) | 50 (8 categories) | Unlimited |
| Will & Bequests | |||
| Will template | Basic (3 bequests) | Enhanced | Enhanced |
| Conditional bequests & trust clauses | |||
| Editable will preview | |||
| Professional PDF export | Standard | Premium styling | |
| Multiple will versions | |||
| Gift & IHT Planning | |||
| Basic gift tracking | |||
| Advanced gift tracking (taper relief & exemptions) | |||
| Static IHT indicator | |||
| Interactive IHT mitigator | Planned | ||
| Executor & Beneficiary Tools | |||
| Executor read-only portal | Planned | Planned | |
| Full executor portal access | Planned | ||
| Beneficiary portal | Planned | ||
| Death notification service | After 24+ months | ||
| 3rd party marketplace access | |||
| Security & Privacy | |||
| AES-256 encryption | |||
| Role-based access controls | |||
| Full activity audit trail | |||
| Support | |||
| Help centre & guides | |||
| Email support | |||
| Priority support | |||
Our IHT tools provide estimates only and do not constitute financial advice. For tax planning, consult a qualified financial adviser.