EstateTally

Contact us

We answer questions about using EstateTally, payments and refunds, your data, and errors in the forms. We aim to reply within 2 working days.

E-mail: [email protected], or use the form below.

We cannot advise on your estate. We can explain how the software works and what HMRC’s forms ask for, but not what you should decide — for example which value to use or whether an exemption applies. For advice about your own situation, please speak to a solicitor, a chartered tax adviser or an accountant. To cancel an order, see cancellation and refunds.

What is your message about?
So that we can reply. We use it for nothing else.
If your message is about an estate you started here, copy the address of its page from your browser.
Please do not include account numbers, National Insurance numbers or copies of documents.

How we deal with complaints

  1. Tell us. Choose “A complaint” on the form above, or e-mail [email protected]. Say what went wrong, what you would like us to do and, if it is about an estate, the address of its page.
  2. We acknowledge it within 5 working days and tell you who is looking into it.
  3. We send a full answer within 4 weeks. If we need longer, we tell you why and when you will hear from us.
  4. If you are not satisfied, you can get free, independent advice from the Citizens Advice consumer service: 0808 223 1133 (Welsh-language line 0808 223 1144), Monday to Friday, 9am to 5pm, or online.

EstateTally is software, not a law firm or an accountancy firm, so the complaint schemes for regulated solicitors and accountants do not cover it. Complaints about how we use personal data can also go to the Information Commission (ICO): see the privacy notice.

What happens to your message

We store your message and e-mail address encrypted, only to deal with it, and delete them 12 months after we close the matter. Our alert that a message has arrived does not include its content. The privacy notice has the details.