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The boundaries are intentional: education here, personalised work with an appropriately qualified professional.
General education, not personal financial, legal or tax advice.
General information only
Content and calculator outputs are general educational information. They do not take account of your full circumstances and are not financial, investment, pension, legal or tax advice.
Regulatory status
Inheritance Tax Doctor is not presented as an FCA-authorised firm and does not provide regulated recommendations. References to independent financial advisers describe a future referral proposition, not a current matching service.
Accuracy and change
We use official sources and show a technical-review date, but law, HMRC guidance and individual interpretation can change. Verify current rules before acting.
Commercial model
The intended future model may include fees from adviser firms for properly consented introductions. If activated, this will be disclosed clearly before a visitor chooses to share information.
No client relationship
Using this site, calculator or links does not create an adviser-client, solicitor-client or tax-adviser-client relationship.