The person behind the project
About Steven Calvert
Inheritance Tax Doctor combines financial-services experience with a deliberately careful educational remit.
General education, not personal financial, legal or tax advice.
Steven Calvert
Founder and editor
Background
Steven has around 15 years of experience in the UK independent financial-advice market, with work spanning pensions, technical planning, paraplanning, compliance and adviser support.
He holds the CII Diploma in Regulated Financial Planning and the AF5 Financial Planning Process qualification. He is currently studying toward AF6 and has completed the CII mortgage examinations.
Why this site exists
Inheritance tax information is often either too generic to be useful or tied immediately to a product or sales funnel. This site aims to help readers frame the right questions, understand key rule changes and arrive at a professional conversation with a clearer brief.
Clear limits
Inheritance Tax Doctor does not provide personal recommendations and is not presented as an FCA-authorised advice firm. Content is educational and source-led. Legal drafting, tax filings and regulated financial planning should be handled by appropriately qualified professionals.
Read the editorial policy