Finch Tax
Finch Tax & Accountancy Services Limited is a Leicester-based UK wealth protection and probate advisory firm founded in 2016, serving individuals, executors, trustees and families with tax, trust, will, lasting power of attorney and estate administration services delivered by a three-person team.
- Company typePrivate
- Founded2016
- HeadquartersLeicester, United Kingdom
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Finch Tax does
Finch Tax & Accountancy Services Limited is a UK private limited company founded in 2016 by Rhoda Cooper, operating as a specialist wealth protection and probate advisory firm based in Enderby, Leicester. The firm serves individuals, executors, trustees, families and charities across the UK, with a particular focus on inheritance tax planning, trust creation and administration, wills, lasting powers of attorney, and full estate administration. Probate and estate administration work is delivered through a sister company, Finch Probate Limited, which is authorised and regulated as a CILEX-ACCA Probate Entity (Authorisation number 3001255), providing the regulated legal pathway for probate applications that the main firm cannot directly conduct. The team is small — three people consisting of a Founder & Director, a Charity Bookkeeper and an Administrator/Legal Secretary — and the firm is accredited across multiple professional bodies including ACCA, CIOT, the Institute of Professional Willwriters and STEP.
The firm's revenue model is built on fixed-price professional services for probate matters (simple estates from £1,500, complex estates £2,500-£3,500+) plus hourly billing at £175 + VAT for additional advisory work, with fees explicitly not linked to estate size. Distribution is direct and locally rooted: clients engage by phone (0116 216 7681), email ([email protected]) or a website contact form, with a free initial consultation offered. Marketing channels are modest — a blog covering tax planning topics, a Facebook page, the director's LinkedIn profile, and a referral network of Will Writers, solicitors and other advisers. In March 2025, the firm added a partnership with Zenplans, an online estate planning tool providing secure document storage and selective sharing with two-factor authentication, offered to clients as an adjunct to the firm's advisory services. The firm holds no external investment and operates as an independent, founder-owned practice.
Finch Tax firmographics
Firmographics- Name
- Finch Tax
- Legal name
- Finch Tax & Accountancy Services Limited
- Website
- https://finchtax.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Finch Tax & Accountancy Services Limited is a Leicester-based UK wealth protection and probate advisory firm founded in 2016, serving individuals, executors, trustees and families with tax, trust, will, lasting power of attorney and estate administration services delivered by a three-person team.
- Ownership category
- akta.pro rank
Finch Tax industry classification
Industry- Product category
- Wealth Protection and Probate Advisory Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Trusts, Estates, and Agency Accounts (52592)
- akta.pro primary industry
- Estate & Probate Administration Services (FSAEAKAD)
- akta.pro secondary industries
- Trust & Estate Tax Planning & Compliance (FSAEAKAE), Family & Private Client (Trusts & Estates) Law (BPAHAAAK), Estate Administration & Probate Services (FSAAANAE)
Keywords
Where Finch Tax is headquartered
LocationHeadquarters
- HQ city
- Leicester
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Finch Tax business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Probate & Estate Administration Services: Fixed-price estate administration services with fees varying based on complexity (simple estate: £1,500; complex estate: £2,500-£3,500+). Additional services charged at £175/hour + VAT (£210). Fees not linked to estate size, providing cost certainty for clients.
- Wealth Protection Advisory: Tax advice, estate planning, trusts, wills, and inheritance tax planning services provided to individuals, executors, and trustees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Multi-year contract | Simple Estate - £200,000 value with one residential property, two bank accounts, no shares, two beneficiaries |
| One time/ perpetual license | Multi-year contract | Complex Estate - £500,000 value with one residential property, three bank accounts, shares, four beneficiaries |
| One time/ perpetual license | Multi-year contract | Highly Complex Estate - £1,500,000 value with two residential properties, a business, four bank accounts, shares, six beneficiaries |
| Subscription | Pay-as-you-go | Additional/Ongoing Services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Finch Tax product offering
Product offeringCore offering
Finch Tax is a Leicester-based wealth protection and probate advisory firm providing tax advice, estate planning, trusts, wills, lasting powers of attorney, and inheritance tax planning to individuals, executors, and trustees. Probate and estate administration is delivered through sister company Finch Probate Limited under CILEX-ACCA authorisation. The firm also resells the Zenplans secure online estate planning tool via partnership.
Product overview
Finch Tax operates as a financial advisory firm offering a coordinated suite of wealth protection and probate services. The core portfolio comprises seven principal service lines: Tax Advice, Estate Planning, Trusts, Inheritance Tax Advice, Wills, Lasting Powers of Attorney, and Probate and Estate Administration. These services are designed to work together as an integrated wealth protection offering, with Estate Planning serving as the unifying service that brings together wills, LPAs, trusts, and IHT planning into a bespoke estate planning report. Probate and estate administration is delivered through the sister company Finch Probate Limited (CILEX-ACCA regulated), while the firm also offers Zenplans via a partnership—a secure digital estate planning tool for organising and sharing important documents.
Differentiator
Problem solved
Functional benefit
Brands
- Zenplans: A secure digital estate planning tool offered in partnership with Finch Tax to help clients organize and store important information.
Products and services
- Tax Advice
- Estate Planning
- Trusts
- Inheritance Tax Advice
Companies that use Finch Tax
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles4 records
Finch Tax technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Finch Tax partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Finch Tax competitors and assessment
Company assessmentEmerging players
- Farewill: Digital will-writing and probate platform. Targets the same mid-market estate-planning clients as Finch but through a low-touch online model, representing competitive pressure from a tech-enabled angle.
- Settld: UK probate and estate administration platform digitising early-stage estate intake. Could emerge as a feeder into or competitor to Finch's executor-facing service.
- Beyond (estate planning): Digital estate-planning platform offering online will-writing and lifetime planning tools. Overlaps with Finch's estate-planning and will services for digitally-native HNW and mid-market clients.
Direct peers
- Continuity: UK probate specialist offering estate administration services to executors and families. Directly comparable in service scope and fixed-fee pricing model.
- Hoopers Independent Probate Specialists: Long-established independent probate and estate administration firm. Comparable in delivering regulated probate work for executors outside the solicitor channel.
- Co-op Legal Services: National probate, will-writing, and estate administration provider with fixed-fee propositions. Competes for the same executor and family segments Finch serves, with a much larger marketing footprint.
- Kings Court Trust: UK specialist probate and estate administration firm offering fixed-fee services similar to Finch Probate. Directly comparable in business model (fixed fees, executor support, IHT returns) and target market (mid-market estates, executors, trustees).
Broad incumbents
- Bishop Fleming: Regional UK accountancy firm with a private client tax, trusts, and estates practice. Comparable in combining tax advisory with probate-related services for HNW individuals and families, though at materially greater scale.
- Irwin Mitchell Private Client: National law firm with a sizeable Private Client (wills, trusts, probate, IHT) practice. Competes with Finch on complex estates and HNW clients, with broader resources and London-centric positioning.
- Taylor Rose: Multi-service legal and professional services firm with wills, probate, and tax planning capabilities. Comparable scope to Finch's integrated offering, but at greater scale across multiple UK regions.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Finch Tax social profiles
Digital presenceFinch Tax compliance and trust
Trust signalCompliance2 records
Finch Tax financial estimates
Financial estimateRevenue estimate
Valuation estimate
Finch Tax leadership team
Management profileNumber of profiles
Profiles3 records
Finch Tax subsidiaries and ownership
Company hierarchySubsidiaries1 record
Finch Tax funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Finch Tax M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Finch Tax
What does Finch Tax do?
Finch Tax is a Leicester-based wealth protection and probate advisory firm providing tax advice, estate planning, trusts, wills, lasting powers of attorney, and inheritance tax planning to individuals, executors, and trustees. Probate and estate administration is delivered through sister company Finch Probate Limited under CILEX-ACCA authorisation. The firm also resells the Zenplans secure online estate planning tool via partnership.
Is Finch Tax a public or private company?
Finch Tax is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Finch Tax founded?
Finch Tax was founded in 2016. It employs 1 to 10 people.
Where is Finch Tax based?
Finch Tax is headquartered in Leicester, United Kingdom, in the Europe region.
How does Finch Tax make money?
Two revenue lines are on record. Probate & Estate Administration Services are the primary driver. The others are wealth Protection Advisory.
Who are Finch Tax's main competitors?
Emerging players on record are Farewill, Settld and Beyond (estate planning). Direct peers are Continuity, Hoopers Independent Probate Specialists, Co-op Legal Services and Kings Court Trust. Broad incumbents are Bishop Fleming, Irwin Mitchell Private Client and Taylor Rose.
Does Finch Tax have an API?
No public API is recorded for Finch Tax.
What industry is Finch Tax in?
Finch Tax's product category is Wealth Protection and Probate Advisory Services. Its primary akta.pro industry code is FSAEAKAD, Estate & Probate Administration Services, with a secondary code of FSAEAKAE, Trust & Estate Tax Planning & Compliance. Its NAICS code is 5412.