Family Office vs WealthR

We make Family Office. Every fact about another app here comes from its own public pages, linked below and dated; where those pages do not say, the cell is blank. Family Office's column comes from its own code.

Who WealthR suits

WealthR is built in Edinburgh for self-directed UK investors, still working or retired: net worth, UK tax, pensions and property, entered by hand.

Side by side

Feature	Family Office (ours)	WealthR
UK tax	Income tax with Scotland's own bands, capital gains tax and dividend tax, year by year in the plan, and inheritance tax on the estate it leaves	Income tax for 2026/27 with Scottish rates, Marriage Allowance, the High Income Child Benefit Charge, student loans and salary sacrifice; capital gains, dividend and inheritance tax calculators
Other countries	122 tax regimes in 34 countries; a move from one to another in the plan on Premium and up	UK only, by design
Monte Carlo	The chance of success on every plan, the Free plan included; the paths and the fan chart on Gold and Platinum	5,000 simulated futures: the chance your money lasts is free, the full simulator is on Pro
Companies and trusts	On Platinum: any number of companies, sole traders, partnerships or trusts, beside the household	Dividends from your own limited company, with a board minute and vouchers; a sole trader vs limited company calculator
Property	Homes and rentals with their mortgages, purchases and sales: 1 on Free, 3 on Premium, no limit on Gold and Platinum	Home, buy-to-let and holiday homes with mortgage and rent; one property on the free plan
Pensions	SIPP, ISA, Lifetime ISA, Junior ISA and State Pension; other pension income as an annuity	Defined contribution pots, SIPPs, defined benefit schemes and the State Pension from NI years
Bank links	None yet; Plaid links work in other countries only (Canada and United States)	None: manual entry by design, no Open Banking
Free plan	Yes, with no card and no time limit: up to 8 items, one taxpayer and a projection of 5 periods. The paid plans start with 14 days free, card needed. The calculators are free, with no account.	Yes: net worth, the UK tax calculator, the Monte Carlo chance, one property, one asset group and 12 months of history
Price	£12 to £49 a month ($15 to $59, CA$20 to CA$79); a year costs the price of 10 months	Pro GBP 5.99 a month or GBP 39.99 a year; 7-day free trial
Where data is kept	Amazon Web Services in London (eu-west-2); bank links (Plaid), payments (Stripe) and maps (Google) through US providers; e-mail through Google Workspace; see the privacy policy for the full list	EU (Supabase); some processors in the US
Export	The whole plan as a file you can import again, on every plan; the report printed to PDF on the paid plans; budget transactions as CSV	CSV of your whole history; PDF reports on Pro

When WealthR is the better choice

You want a free plan you can keep using: net worth, the UK tax calculator, one property and the chance from 5,000 simulated futures are free.
You want a lower price: Pro is GBP 5.99 a month or GBP 39.99 a year.
You pay yourself dividends from your own limited company and want the paperwork: a dated record, a board minute and a voucher for each shareholder.

When Family Office is the better choice

Your life spans more than one country: 122 tax regimes in 34 countries, and a move from one to another in the plan (Premium and up).
You own a company, a partnership or a trust: Platinum keeps any number of them beside the household.
You want your plan stored in the UK: Amazon Web Services in London.

Sources

Facts about other apps checked on 2026-11-10. Prices and features change: each app's own page is the reference.

Other comparisons

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