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Don't leave or inherit confusion.
Discover financial clarity.

  • Understand your and your family’s finances like never before

  • Conduct the inheritance process end-to-end with 40FI

  • Be alerted to critical changes which impact your assets

  • Store key documents in one safe place with easy-sharing

  • Assess critical life and financial decisions using our AI features

  • Access professional partners at great prices

 
  

Most families aren't prepared to talk about wealth transfer until it's too late...

Let's change that, starting with you

5 - 10% of UK family inheritance is lost through transfer

70% of UK family wealth vanishes within 2 generations

UK Tax Policy changes frequently