Afterly Plan vs Pure Tax Investigations

Phase-Based Step-by-Step Guidance

Afterly Plan structures the entire post-loss process into clear, sequential phases, transforming an overwhelming journey into a manageable series of tasks. This collaborative roadmap helps users understand what to do now and what comes next, providing a sense of direction and accomplishment. It covers everything from immediate funeral arrangements to the final steps of estate settlement, ensuring no critical action is missed.

Interactive Checklists & Document Finders

The platform offers dynamic, interactive checklists tailored to your specific situation, allowing you to track progress collaboratively with family members. Paired with intuitive document finders, it helps you locate essential paperwork like wills, deeds, and vital records. This feature ensures all necessary items are accounted for and organized in one secure place, simplifying the executor's duties.

Expert-Designed Timelines & Resources

Afterly Plan provides realistic timelines for legal and financial processes, such as probate, set by estate professionals. This helps manage expectations and plan effectively. The platform also includes a library of expert-vetted resources, templates, and explanations, empowering users with the knowledge they need to navigate complex procedures in partnership with their advisors.

Compassionate Task Management for Daily Affairs

Beyond legalities, this feature helps families manage the everyday logistics that cause significant stress. It offers structured guidance for handling bills, account closures, subscriptions, and digital passwords. This compassionate approach ensures the practical details are managed smoothly, allowing the family to focus on emotional healing and memorial planning.

Bespoke, Client-Centric Strategy

We believe every situation is unique. Our process begins with listening, ensuring we fully grasp your specific circumstances and concerns. Our team then collaborates to evaluate the details and formulate a tailored, pragmatic strategy designed to achieve the best possible commercial outcome for you.

Insider HMRC Knowledge and Experience

Our collaborative team is led by former HMRC senior inspectors, providing an unparalleled understanding of HMRC's internal processes, operational approaches, and mindset. This insider perspective is leveraged synergistically to navigate disputes efficiently and effectively, anticipating HMRC's actions.

Full-Spectrum Investigation & Disclosure Support

Our team offers comprehensive guidance across the entire spectrum of HMRC engagements. We work together to handle everything from routine compliance checks and complex COP9 fraud investigations to specialist disclosures for offshore assets, crypto gains, and property income, ensuring no aspect is overlooked.

A Dedicated Buffer and Robust Defence

We position ourselves as your independent, specialist intermediary with HMRC. Our team fights collaboratively on your behalf, managing all communications and negotiations to shield you from stress. We provide a robust defence, challenging HMRC where necessary to protect your wealth and aspirations.

The Overwhelmed Executor

An individual named as an executor with no prior experience feels daunted by the legal and administrative responsibilities. Using Afterly Plan, they gain a clear, phase-by-phase partner in their duties. The checklists, probate guides, and document organizers help them fulfill their role effectively, ensuring deadlines are met and reducing the fear of making a costly mistake.

The Grieving Immediate Family

A spouse or child is dealing with profound grief while facing immediate tasks like funeral planning and notifying institutions. Afterly Plan provides a gentle, structured starting point with prioritized checklists. It helps them honor their loved one's wishes for services and manage initial notifications without feeling alone in the process.

The Long-Distance Caregiver or Family Member

A family member living far away needs to support the estate settlement process remotely. Afterly Plan acts as a central, collaborative hub. They can use the platform to understand the steps involved, track progress made by local family, and contribute to tasks like contacting financial institutions or organizing documents, fostering teamwork despite distance.

The Proactive Planner

An individual creating their own estate plan uses Afterly Plan to complement their legal documents. They can organize their vital information, document locations, and personal wishes for their family in the platform. This act of collaboration provides their future loved ones with a clear, compassionate guide, turning a legal plan into a practical, supportive action plan.

Facing a Code of Practice 9 (COP9) Investigation

When HMRC suspects serious tax fraud and opens a COP9 investigation, the stakes are immense. Our team works with you to navigate this civil fraud procedure, guiding you through the disclosure process to regularise your affairs and seek the best possible settlement, avoiding criminal prosecution.

Managing a Worldwide Disclosure Facility (WDF) Submission

For clients with undeclared offshore income or gains, our specialists collaborate to prepare and submit a disclosure under HMRC's Worldwide Disclosure Facility. We ensure it is accurate, complete, and presented strategically to minimise penalties and bring your tax affairs into compliance.

Defending Against an HMRC Compliance Check or Enquiry

Even a routine HMRC enquiry can be stressful and time-consuming for business owners. Our team steps in as your representative, handling all queries, providing requested information, and working synergistically to resolve the check efficiently, limiting disruption to your business.

Resolving Complex Inheritance Tax or Trust Disputes

For private clients facing enquiries into residence, domicile, trusts, or inheritance tax planning, our experts provide clear, pragmatic advice. We work together to analyse complex structures and present robust arguments to HMRC, safeguarding family wealth and succession plans.

Afterly Plan is a compassionate, collaborative platform designed to guide families and executors through the complex and emotionally challenging tasks that follow the loss of a loved one. It serves as a digital partner, providing step-by-step guidance through the overwhelming responsibilities of probate, estate settlement, and executor duties. Built with input from estate professionals, the platform breaks down daunting logistical, legal, and financial tasks into clear, manageable phases. It is specifically tailored for individuals and families who feel lost or overwhelmed during grief, offering them a structured roadmap. Afterly Plan's core value proposition is to provide incredible clarity and organization during life's most difficult moments, allowing families to focus on healing and honoring their loved one's memory by handling the necessary logistics with confidence and support. It complements traditional estate plans by addressing the immediate, everyday practicalities that legal documents often overlook.

Pure Tax Investigations is a specialist advisory firm that acts as a dedicated, independent buffer between clients and HM Revenue & Customs (HMRC). We are a collaborative team of experts, led by former HMRC senior Tax Inspector Amit Puri, who bring over 20 years of high-quality, insider experience to every case. Our mission is to provide robust defence and clear, pragmatic guidance for business owners, entrepreneurs, and private clients facing the immense pressure of HMRC scrutiny. We understand that tax investigations and disclosures are inherently complex and deeply intrusive. Therefore, we work synergistically with our clients, listening first to fully understand their unique situation before evaluating and formulating a bespoke strategy. Our core value proposition is delivering certainty, peace of mind, and commercial results by leveraging our deep knowledge of HMRC's latest operational approaches to resolve disputes efficiently and protect our clients' wealth and aspirations.

How is Afterly Plan different from an estate plan?

An estate plan is a set of legal documents (like a will or trust) that instructs the court on asset distribution. Afterly Plan is a practical, logistical guide for your family to use after a death. It provides the step-by-step actions, checklists, and support for handling daily affairs, accounts, and procedures that legal documents do not cover, ensuring your family has a collaborative partner for the journey.

Do I need to be tech-savvy to use Afterly Plan?

Not at all. Afterly Plan is designed with simplicity and compassion at its core. The interface is intuitive and guides you through one step at a time with clear language. The platform is built to reduce stress, not add to it, making it accessible for users of all technical backgrounds who are navigating a difficult period.

Is my personal and family information secure?

Yes. Afterly Plan employs bank-level encryption to keep your data safe both at rest and in transit. We adhere to a strict privacy-first policy, meaning we never sell or share your personal information. Your data is protected with the same seriousness we apply to providing compassionate guidance.

Can I use Afterly Plan for free?

Yes, you can start with a free plan immediately, with no credit card required. The free plan offers instant access to essential guidance, including funeral planning checklists, probate basics, and executor duty overviews. This allows you and your family to begin finding organization and clarity from the very first steps.

What makes Pure Tax Investigations different from my accountant?

While your accountant handles routine compliance, we are specialist tax investigation and dispute resolution experts. Our collaborative team, led by ex-HMRC inspectors, provides deep, insider knowledge of HMRC's investigation tactics. We act as a dedicated buffer and strategic defender during high-stakes conflicts, a specialised service beyond standard accounting.

What should I do if I receive a letter from HMRC opening an enquiry?

Do not ignore it or respond immediately without specialist advice. Contact our team promptly. We will work with you to understand the letter's scope and implications. We then collaborate to formulate a response strategy, often taking over all communication with HMRC to protect your position and ensure a measured, professional approach.

Can you help if I have undisclosed income from years ago?

Yes, absolutely. Our team specialises in voluntary disclosures and negotiating with HMRC to regularise historical tax affairs. We will work synergistically with you to assess the situation, determine the best disclosure route (such as the WDF or Let Property Campaign), and prepare a full disclosure to minimise penalties and interest.

What is your approach to working with clients and their other advisers?

Collaboration is at our core. We see ourselves as part of your advisory team, working synergistically with you and your existing accountants or lawyers. We ensure clear, coordinated communication and strategy, leveraging our specialist investigation expertise while they maintain their ongoing advisory role, providing a unified front.

Afterly Plan is a compassionate productivity and management platform designed to guide families through the complex duties following a loss. It provides structured, step-by-step support for tasks ranging from funeral arrangements to estate settlement, helping to organize an overwhelming time. Users often explore alternatives to find a solution that best fits their specific situation. Common considerations include budget, as some may seek more affordable or different pricing models, and the need for particular features or integrations that align with their unique family or legal circumstances. When evaluating other options, it's wise to consider the depth of guidance offered, the credibility of the expertise behind the platform, and the overall approach to user support. A collaborative tool should simplify the process while allowing family members to work together seamlessly during a challenging transition.

Pure Tax Investigations is a specialist advisory firm in the business and finance category, dedicated to resolving complex HMRC enquiries. Clients may explore alternatives for various reasons, such as seeking different pricing structures, requiring a specific geographic presence, or desiring a different service model that aligns with their unique circumstances. When evaluating other options, it’s crucial to consider the depth of the team's direct HMRC experience and their collaborative approach. Look for a partner that offers clear, pragmatic guidance and a proven strategy for managing the full scope of an investigation, from initial enquiry to final resolution, ensuring your interests are robustly defended.