Stronghold is an AI-powered inheritance tax assistant designed to help you navigate succession with ease. Whether you're planning ahead or managing an estate, Stronghold simplifies the process, giving you and your loved ones clarity and peace of mind.

Stronghold combines solicitor-reviewed guidance with a system that allows you to stay organised, keep track of your assets, and securely manage important information, ensuring everything is accessible when needed. 

Our AI is trained on solicitor-reviewed materials and is only there to provide you with guidance or help you to find the professional advisors that you need. It does not have access to the documents that you upload and only has access to the information that you provide directly to it in your chat. 

With advanced encryption and two-factor authentication, your data remains protected. Stronghold simplifies the process with a seamless onboarding experience, personalised suggestions, and dedicated customer support.

Stronghold Premium costs £8 per month or £6 per month when you sign up for an annual subscription (£72 per year).

You can sign up for a free Stronghold account that will let you add up to 5 records in the finance, property, taxes, insurance and legal categories (the family and contact categories are unlimited). 

You will need a Stronghold Premium account to create more than 5 items.

For a limited time, Stronghold's AI Assistant is available without charge while it is in beta. 

Stronghold is a web app that can be used on any device. It is optimised for mobile, tablet and desktop. 

Stronghold is based in London and is an English company. 

Our customers use Stronghold to track important documents and assets in the UK and internationally, including in the US and Canada. 

Creating new records in each category to store documents, key information and contact details can represent anything important, including:

• Finance: 

  • a bank or investment account

  • a mortgage or other loan

• Property

  • your home

  • a car or other vehicle

  • valuables, such as a musical instrument, art, or jewellery 

• Taxes

  • past tax returns for past years

  • your income tax return for the current year

  • council taxes for your home

  • property taxes for a home in a different country

  • A record of a gift of inheritance tax purposes

• Insurance:

  • any insurance policy - health, life, home, contents, car, pet, travel, umbrella, etc. 

• Legal

  • Your will

  • A trust

  • Power of attorney

Link records that you've created to other related records. For example, link can your primary residence to your home insurance and your mortgage. 

A new record will appear in your "Incomplete Items" list in your dashboard if you only complete the title field. This helps you keep track of what you need to do. They are removed from the list when you complete any of the other fields or upload any files. 

Data security is paramount for Stronghold. We encrypt your data at rest and in transit. That means that your data is encrypted while it is stored in Stronghold and when it is being uploaded or downloaded. We use 256-bit AES encryption, which is the standard used by many financial and government institutions to  protect sensitive data. 

Our AI assistant does not have access to the documents and information that you add to your Stronghold. It only hass access to the information that you provide to it directly through the chat. This includes your questions and responses along with any text that you copy and paste into the chat for your assistant to summarise. 

We encourage you to activate two-step verification in your Stronghold in the settings menu. This provides an additional layer of security to "double check" that it's you attempting to log into your account.

We also require strong passwords containing no less than 12 characters. It important that you don't use a password that you use for other services or websites. We suggest using a password manager to create strong passwords and to change your password to Stronghold from time to time. 

To learn more about security on Stronghold, see our Security page.

In the summary of any record, select the file menu (the 3-dots) on the file you would like to share and select "copy link". The link to the file will be copied to your clipboard. 

Anyone you share the link with will have access to view and download the file for 24 hours so only share the link with people that you trust. 

If you share the link with someone by mistake, you can deactivate the link by deleting the relevant file in your Stronghold, but if you do this, remember to  download a copy of the file first so that you can replace the file in your Stronghold afterwards (the replacement file will not be accessible through the link you shared before).

Please email support@getstronghold.com with any questions.

You can also view the file by double clicking (or double tapping if on your mobile) to view the file. 

You can also select the file menu (the 3-dots on the file) and select "download" to download or "open" to view. Selecting "open" will open a new tab in your browser to view the file. 

While viewing the file, you'll also have the option to download it by selecting the download icon. 

Please note that Stronghold only supports viewing images and PDF files right now.  Give us feedback to let us know what other file types we should support.

Add and manage collaborators in the settings menu in the top right of your dashboard where you see your name (or your initials if you've logged in on your mobile). 

Collaborators have the same access as the account owner to view, add, and delete the records in you Stronghold. Collaborators cannot add or remove other collaborators and cannot change the account owner's access to their Stronghold. Only add collaborators you know and trust.  All collaborators must have a free Stronghold account.

See our Collaborators Guide for more information or email support@getstronghold.com with any questions.    

 Adding a collaborator to your Stronghold gives full access to view, add, delete, and share all of the information in your Stronghold so only give access to someone you trust. See our Collaborators guide for more information. 

Collaborators cannot change account settings, add or remove other collaborators or change the account owner's access. Learn more about collaboration in our Getting Started with your Dashboard.

In the item summary view, select the "Edit Item" button. To delete individual files, tap or click on the "X" next to each file indicated under the Browse Files button.  

The invitations may be going to spam. Please check your spam folder and add no-reply@getstronghold.com  to your contacts. If the invitation is not in spam, please contact us a support@getstronghold.com. 

Watch our short video guide (less and 1 minute) or follow the steps below to take a photo of your ID through Stronghold on your phone to upload it directly into your Family section.  

• Step 1: Using the browser on your phone, login to Stronghold.

• Step 2: In your family category, select a family member and add a new ID document or edit an existing one.

• Step 3: tap "Browse Files" and select "Take a Photo or Video". This will open your camera app.

• Step 4: take a photo of the ID document and tap "use photo" to upload.

You can add photos to records you create any category. For example, you can upload photos to records that you create in the Property category to document the condition of your property for insurance purposes. 

Access family member information quickly - each family member has a profile where users can easily access each family member’s ID documents and details or find all of the items that link to that family member (for example, their property, insurance, and health files). 

When you set up a new item in any category, link each item to the relevant family member(s). When you want to find all of the items that relate to a particular family member, go to the Family category and select the family member to see their "linked items".