# Trade Mark Journal No.2026/017 24 April 2026

## UK00004354792 14 March 2026 (9,36,42)

VESTRY

Class 9
  Downloadable computer software for financial management; computer software for the automation of inheritance tax compliance and reporting; mobile application software for monitoring investment portfolios and intergenerational wealth transfer; software for Open Banking data integration and financial transaction analysis.
Class 36
  Financial affairs; monetary affairs; financial management of trust funds; automated financial planning services; financial consultancy relating to inheritance tax and estate planning; providing financial information via a website; financial services provided via a mobile application.
Class 42
  Software as a service (SaaS) featuring software for financial tracking and regulatory compliance; providing temporary use of non-downloadable cloud-based software for calculating tax liabilities and surplus income; electronic data storage of financial and legal documents.

Daniel Saxby