Inheritance Plan
Buy the Inheritance Plan
Launch offer: one payment of £29, or £49 for a couple. No subscription. The single plan goes up to £49 after 31 December 2026.
- Your plan dashboard: your crypto's value today, how it's changed since you last printed, where it's held, and a checklist of what's left to do
- Inheritance Tax calculator: your crypto, home, savings and pension, checked against HMRC's current allowances
- Five ways to plan for the bill: the tax if crypto halves or doubles, whether your savings can pay it, what leaving 10% to charity or giving money away now would save, and the life cover that would pay it
- Step-by-step family guide: how to claim each exchange account and recover each wallet on your list
- Letter to your executor: filled in from your plan, ready to sign
- Logins and 2FA sheet: which email, phone and two-factor method each account uses, and where the backup codes are kept, so your family isn't locked out
- Letter of wishes: who gets which crypto and what each person's share is worth, kept private instead of in your will, which becomes public
- Scam warning for your family: the tricks used on grieving families, and what a real company will never ask for
- If you're ill, not just if you die: wording for a Lasting Power of Attorney so someone can manage your crypto
- Tax good news for your family: why they won't pay Capital Gains Tax on the rise in value while you owned it
- Valuing crypto for HMRC: what your executor must report, with a table to fill in
- Security Check-up included: your security score, scam exposure, a full risk dashboard and a printable fix plan (normally £15)
- How to store your recovery phrases safely
- Wording to discuss with your solicitor for your will
- The whole plan as a printable PDF for your executor
- Your plan link by email, and a yearly reminder to keep it up to date
See an example plan before you buy.
Your plan uses the list in your free planner and stays on your device. We never ask for recovery phrases or passwords.