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Inheritance TaxDoctor

Future partner proposition

For Independent Financial Advisers

Inheritance Tax Doctor is developing a transparent, consent-led route from educational content to specialist independent advice. Partner applications are not yet open.

General education, not personal financial, legal or tax advice.

Planned quality principles

Exclusiveone agreed recipient firm
Consentednamed-firm permission, recorded at source
RelevantIHT-specific objectives and broad asset bands
Auditablewording, timestamp, source and policy version

Expected partner standard

  • FCA-authorised and demonstrably independent.
  • Documented inheritance-tax, pension and estate-planning capability.
  • Capacity to respond promptly and report enquiry outcomes.
  • Compliance approval for introducer arrangements and financial promotions.
  • Transparent pricing and clear client service standards.
Not live yet

No consumer lead form, adviser matching or lead sale is active. The compliance, privacy and partner due-diligence process will be completed before any personal data is collected or shared.