Automated Estate Asset Discovery & CGT Calculator
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AI-powered platform that locates lost financial assets in estates and automatically calculates complex inheritance and capital gains tax liabilities.
Added Dec 4, 2025
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The Problem
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.
Potential Solution
Detailed solution approach available for premium members.
Why Now?
Market timing analysis available for premium members.
How do I find out if someone had a stocks and shares account?
Hi, I hope this is the right sub to post and ask. My Father in law recently passed, we believe he may of had a stocks and shares account. My husband and I don’t really have an understanding of this area and we’re not really sure how to find out if he did. Unfortunately he was quite secretive and started destroying paperwork a few months ago ( he had Alzheimer’s.) His paperwork is not organised at all and we are currently trying to go through it. Can anyone offer any help/advice. Thanks
I would like specific help in calculating a siblings capital gains expsoure when a 50% property gift was made prior to the sale.
Hi all, Looking for some guidance if you would be so kind. Will use rounded figures to keep things as simple as I can. My wife was gifted the property her mother contined to live in a good few years back. Let's call the value £20,000. Fast forward to recently and with her mother passing away the house was put up for sale and officially valued at £80,000. Prior to sale she gifted 50% to her brother. The house sold very shortly therafter for £120,000 afer a bit of a bidding war. My wife I believe has two Capital Gains claims to file. 1st being the calculated at £40,000 (half 2025 evaluation) - £10,000 (half original value) - so £30,000 in submission one. 2nd submission being on the sale , so £60,000 (half proceeds) - £10,000 (half orginal base cost) -meaning another £50,000 submission. Total gain - £80,000 The above I think I am happy with , and believe I will have to submit an SA for her next year as she hasn't had one before and the two disposals as shown above trigger that. The real query is what her brother's capital gains liability is. Is it based on the value of the gift at point of transfer - so in this case his calc would be £60,000 (half of sale) - £40,000 (half of date of transfer value) = £20,000 submission. or £60,000 - £10,000 (half of original value of property when it was gifted to my wife) = £50,000 submission. Naturally I would include costs and CG allowances in getting the final cost but wanted to keep my example as clean as possible. Many thanks in advance
BT Shares bought 50 years ago but no trace of them
My brother informs me that he was bought some shares when he was born/very young, but doesn't have certificates - nothing whatsoever. This was 50 years ago - is there any way to trace them? When his Nan and father passed, there was nothing - but he's sure they were gifted him from his Nan all those years ago. I would imagine he just needs to forget about them, they've gone ... right?
If i sell stock that’s all subject to CGT and give the entire amount I withdraw to a registered charity, do I need to pay ant CGT?
Might be badly worded but say I take out 10k from a 20m portfolio because I want to gift a cat home charity, do I owe 24% tax on that money or can I just give them the 10k and do nothing?
Purchase dates and prices of shares received from deceased estate
Hi. Noob question. My siblings and I received some shares after the death of our father as part of his estate. One of my siblings has sold some shares and now needs to find the purchase date/price of the shares to work out CGT. How do we find out about the purchase date/price of shares received from an estate? TIA
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