Tax plans in minutes, not days.
Posterity is building the UK's first AI tax planning engine for financial advisors. Upload a self-assessment. Get a personalised tax strategy. Show your client exactly how much you're saving them.
We'll notify you when tax planning launches. No spam.
Read any tax document
Self-assessments, P60s, payslips, dividend vouchers, pension statements. Posterity extracts the numbers and understands the context.
Find what's been missed
Pension carry-forward. CGT allowance utilisation. Salary-dividend optimisation. IHT exposure. Posterity surfaces the opportunities your clients are leaving on the table.
Quantify your value
“This plan saves your client £8,400 this year.” Generate tax planning letters that show exactly what your advice is worth — in pounds.
What-if modelling, built for UK tax
Posterity models the scenarios UK advisors deal with every day — pension contributions vs. salary sacrifice, CGT deferral vs. crystallisation, dividend vs. salary extraction, IHT gift timing. Real-time projections. One click to a client-ready letter.
Native to UK tax. Every allowance, every relief, every deadline — built around HMRC rules from the ground up.
FCA Consumer Duty aligned
Posterity generates the compliance evidence that proves your advice delivered value.
Your data stays yours
Enterprise-grade encryption. Built on the same principles as regulated financial infrastructure.
Analysis, not advice
Posterity provides tax analysis and planning tools for advisors. Tax advice remains yours to give.
Be the first to plan smarter.
We'll notify you when tax planning launches. No spam.