Most Families Aren't Prepared
£200m+
Lost annually in unclaimed assets
Bank accounts, pensions, and investments that families never find.
54%
Of UK adults don't have a will
Leaving families to guess what you wanted.
40%
Inheritance tax rate
On estates above the threshold. Often a surprise.
Everything Your Estate Needs
One place to track, calculate, and share.
Asset Inventory
Track property, investments, pensions, bank accounts, and more. All in one secure place.
IHT Calculation
Know your inheritance tax liability. All UK reliefs and exemptions calculated automatically.
Beneficiary Access
Invite family members. They'll know where everything is when it matters.
Estate Distribution
Plan who gets what. Gifts, specific assets, and residue allocation.
Track Every Asset Type
Property, pensions, investments, crypto, business assets and more — each with tailored questions for accurate IHT calculation.
Each asset type includes tailored questions to capture ownership details, valuations, and applicable reliefs like BPR and APR.
Three Simple Steps
Add Your Assets
Property, bank accounts, investments, pensions, vehicles, crypto. Each with guided questions.
See Your Picture
Dashboard shows your net worth, IHT estimate, and what your family would inherit.
Share With Family
Invite beneficiaries and executors. They get access when they need it.
How YOEFI Works
Watch how to organise your estate and calculate inheritance tax in minutes
What Our Users Say
"I've been meaning to organize my estate for years. YOEFI made it so simple - it only really took me 20 minutes to log everything and calculate my inheritance tax."
Margaret T.
London, Homeowner
"The IHT calculation was eye-opening. I had no idea how much my estate had grown. Now I can plan properly and my kids will know exactly where everything is."
David & Susan K.
Manchester, Retired
"It's really difficult to know where we stand these days with the government's constant changes. YOEFI has really helped with understanding where we stand before seeking further advice."
James R.
Birmingham, Business Owner