You do not need to be. The platform tells you exactly what information is needed as you go. Your progress saves automatically, so you can gather information gradually and return to it whenever you are ready. There is no time limit.
Many of our customers are in their seventies and eighties and describe themselves as not especially technical. The platform is designed to be simple and intuitive. And if you get stuck at any point, our UK-based team is only a call, email, or chat away.
The platform will not generate your forms until every section is complete and nothing is missing. You can also raise a support ticket or call us before you post, and our team will happily go through the checklist with you. We want you to post with confidence.
The platform handles most types of estate, including those with inheritance tax. If your estate involves specific complexities like business or agricultural relief, assets in trust, or certain unusual tax positions, call us first and we will tell you honestly whether the platform is right for you.
Carol Fennell, Verified Trustpilot
Trusted & Secure









