A SaaS tool that scans estate documents using OCR/AI to identify asset clues, automatically queries share registries and financial databases to locate holdings, reconstructs historical purchase prices using market data APIs, and generates accurate CGT/inheritance tax calculations for all scenarios (gifts, probate, charity donations). Provides accountant-ready reports and submission documents.

Wealth transfer is accelerating with aging populations, while digital finance has fragmented assets across countless platforms. UK CGT rules have grown increasingly complex, and AI document processing is now mature enough to automate asset discovery that previously required manual forensic accounting.