Keep track of gifts, income and tax

A private record of the money coming in, the money going out, and the gifts you give to family and friends. You can include your husband, wife or partner too.

What it does

• Shows how long each gift still counts for inheritance tax, on a 7-year clock.
• Checks gifts against your yearly allowances.
• Estimates whether you’ve paid too much income tax in the last 4 years.
• Keeps a list your executors or solicitor can use. You can download it at any time.

Your records are encrypted and only you can see them. It’s free to use. Read how we look after your information.