Discover app opportunities backed by real community demand signals.
-
Loading...
AI-powered platform that locates lost financial assets in estates and automatically calculates complex inheritance and capital gains tax liabilities.
Added Dec 4, 2025
6 signals
Families settling estates struggle to locate all financial assets (stocks, shares, property) when records are missing, destroyed, or unknown. They face complex, error-prone capital gains tax calculations for inherited or gifted assets, often lacking historical purchase data required by tax authorities. This leads to lost assets, overpaid taxes, and expensive accountant fees.
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.
No signals available