ToolPin

uk.co.simplyestate/estate-planning

uk.co.simplyestate/estate-planning · v1.0.0 · MCP 2025-11-25

UK estate-planning calculators + knowledge (IHT, intestacy, trusts, wills). Read-only.

Reachability reachable
checked 2026-07-14 04:33 UTC
Registry status active
Tools pinned 16
1b7e66bdca7f
Tools last changed unchanged since first capture 2026-07-14

Provenance

Registry namespace uk.co.simplyestate (domain verified by the official registry)
Website https://simplyestate.co.uk/ai
Remote endpoints
https://simplyestate.co.uk/api/ai/mcp (streamable-http)

Observed changes

When (UTC)EventDetail
2026-07-14 03:26 first capture 16 tools pinned

Pinned tool definitions (16)

ToolDescription
calculate_iht Estimate a UK Inheritance Tax bill (2025/26 England & Wales rules). Models the nil-rate band, residence nil-rate band and its £2m taper, spousal doubling, the 40% charge, the 2027 pension change, plus optional debts, charity rate (36%...
compare_pension_2027 Show the Inheritance Tax impact of the April 2027 change that brings most unused pensions into the estate: the IHT before vs after, and the extra tax. Exposure only — models nothing about pension products or what to do with a pension...
who_inherits_intestacy Apply the England & Wales intestacy rules (dying without a will, rules from 26 July 2023): who inherits and how much. ALWAYS returns the warnings — e.g. a cohabiting partner inherits nothing, and jointly-owned assets usually pass...
compare_trusts Recommend which UK trust types are worth discussing for a goal, with an HONEST note that always accompanies the recommendation (e.g. no trust simply avoids care fees — deliberate-deprivation rules apply with no time limit). Each trust...
will_readiness_check Score estate-planning readiness against a checklist. Pass `answers` as a map of item id → true/false (ids: has_will, will_recent, executors_named, guardians_named, lpa_property, lpa_health, wishes_recorded, assets_listed; advanced:...
estimate_probate_cost Estimate the cost of probate in England & Wales: the HMCTS application fee (£300 where the estate is over £5,000; no fee at £5,000 or below — the same with or without a will), sealed-copy costs, and — on the professional route — typical...
check_need_probate Check whether a grant of probate (or letters of administration) is LIKELY to be needed in England & Wales, from what the person owned and how they owned it. Returns a guidance verdict — likely / maybe / unlikely — with per-asset reasons...
calculate_lpa_cost Calculate the Office of the Public Guardian fees to register Lasting Powers of Attorney in England & Wales: £92 per LPA (applications received from 17 November 2025), with a 50% remission where the donor's gross annual income is under...
estimate_care_cost Project what care home fees could cost: typical self-funder weekly ranges (sourced 2026 estimates rounded from published averages) × 52 weeks × years, by region and care type. The educate-only means-test notes are ALWAYS included —...
gift_7_year_timeline Map lifetime gifts onto the 7-year-rule timeline: which taper BAND each gift sits in and when it falls outside the estate. An EDUCATIONAL timeline of the bands and mechanics only — NOT a personal tax computation: taper relief reduces...
check_deed_of_variation Check whether a deed of variation is available — guidance-only eligibility against the s.142 IHTA 1984 conditions: the hard two-year window from the date of death (HMRC does not extend it), adult beneficiaries with capacity, and the...
check_rnrb Check residence nil-rate band eligibility and amount (England & Wales 2025/26): up to £175,000 per person where a home you own (or owned) passes to direct descendants, doubled for a married couple / civil partners, plus a late spouse's...
lookup_glossary Look up plain-English definitions of UK estate-planning terms (IHT, trusts, LPAs, probate). Omit `term` to list all.
search_guides Search Simply Estate's estate-planning guides (wills, IHT, LPAs, trusts, probate) by keyword. Returns titles, URLs and excerpts to cite.
get_faqs Return Simply Estate's frequently-asked questions and answers (fees, regulation, IHT, trusts, wills/LPAs/probate). Optional keyword filter.
request_consultation Submit a request for a FREE, no-obligation estate-planning consultation on the user's behalf. Use only with the user's explicit consent and real contact details. Returns a reference id; the Simply Estate team follows up. Estate planning...

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