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Legal & tax advisers · prices update as your estate changes
Legal & tax advisers, and free charity wills · browse without an account
David Richards · david@richardsfamily.co.uk · David's estate: £1,180,000 · 12 items · Level 1
David’s share of the estate
£1,180,000
2 properties (one in Spain) · 3 collections · accounts
Nil-rate band
£325,000
plus the residence band, both passing to Margaret
IHT on David’s death
£0
everything to Margaret is spouse-exempt
Combined estate
about £2.14m
the residence band tapers above £2m
£1,180,000 exempt or within the nil-rate band on the first death
Your combined estate is about £2.14m, includes a villa in Spain, and your heirs live in Scotland and Australia — so it benefits from two specialisms: an estate solicitor and a tax adviser. Each firm sets its own price. A tax adviser’s planning for the second death could save more than their fee. IHT computed vs INHERIT · England & Wales
8 options · Will & legal · 5 free charity schemes + 3 firms · England & Wales
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Firms can meet you in person, by video or at your home. The meeting happens after you accept a firm's quote. It is part of the paid service, not a free chat to help you choose.

Free charity wills and paid firms, side by side

Every option is ranked by how well it fits the estate — never by who pays. Pick an example estate to see the order change.

Free charity wills and paid firms, side by side

Every option is clear about who pays. Create a free account and we will rank them by how well they fit your own family and estate, never by who pays.

Delamere Tax Partners
Knutsford · CIOT-regulated
A fixed fee, worked out from your estate. Create a free account to get a quote.
£395est.Fixed fee
Paid by you — Delamere Tax Partners’s own fixed fee. MyFamilyInherits never sets or marks it up.
CIOT Chartered Tax Adviser
Matched — second-death IHT planning and UK/Spain tax credit; heirs in Scotland and Australia.
What’s included
IHT reviewIncl.
Gift planIncl.
Trust setup+£120
Fee£395
Illustrative outcome
First death (David)£0 tax
Second deathPlan to reduce it
Illustrative, not advice

How we are paid. The standard will is £0 to you, whether or not you leave the charity a gift. The charity pays TestateTech a fee for running the scheme. TestateTech takes no share of any firm’s fees on a charity will, including upgrades. Upgrades, such as a second home abroad or a trust, are the firm’s own fixed quote before any work starts, and you can decline them. The charity never sees your will. Wording to be checked by a solicitor.

Illustrative & provisional — not legal or tax advice. IHT figures are estimates computed from your estate against the open INHERIT standard's tax rules (status: Stable, named reviewer) and are guidance, not a formal valuation. Each fee shown is the professional's own fixed-fee price, computed from your estate — MyFamilyInherits never sets or adds to it. Where a firm pays us a disclosed fee for an introduction, we say so on its row; it never changes the order, and no firm is "Recommended". Free wills from charity schemes are paid for by the charity, who hope you’ll consider a gift; there is no obligation to leave one. Where a charity funds a will, the charity pays the drafting solicitor and the family pays nothing for the standard will. Firms and charities shown are fictitious, for illustration. All services are delivered by the regulated firms shown (Law Society / CIOT / STEP). You will never be charged automatically.

Built on INHERIT v2

This demo is built on INHERIT v2 — an open standard for describing an estate. We show you honestly which parts of this screen the standard can hold today, which are planned, and which are still gaps.

  • Supported now5 entriesThe standard already has a place for this today.
  • Supported now · shared core0 entriesSupported by the part of the standard shared across our brands.
  • Planned1 entriesA change proposal covers this. Where we can check the standard’s own record, we show its status.
  • Gap — needs planning0 entriesOn the screen, but no change proposal covers it yet. These still need planning.
  • Not a standard concept0 entriesPage furniture, or something we decided the standard should not hold.

6 traced entries on this screen, from two overlapping traces

Each entry comes from either the screen’s feature list or the data the screen displays. The two traces overlap, so one feature can appear twice: these are entries, not a count of distinct features.

  • PlannedLOCKED per-firm fees £1,100/£290/£345/£480/£450/£395

    ICP-0016 Professional engagement & marketplace data model (approved in the standard)ICP-0044 Steward/authority-grant remuneration facet + paid-helper undue-influence safeguardICP-0006 Marketplace & dealer modelICP-0008 Delegation, stewardship & marketplace integrity

    traced from the data this screen displays

  • Supported now4 firms + 5 charity free-will schemes (name / base / regulator) — TT-1936

    Comes from: record.professionals

    a field on the validated INHERIT v2 estate record

    traced from the data this screen displays

  • Supported nowcompare.bundle

    Built in the engine as: @inheritkit/comparison · makeBundle

    built in the InheritKit engine — a commercial module, not part of the open standard

    traced from the screen’s feature list

  • Supported nowcompare.estate-intelligence

    In the standard as: Planning · PlanFinding

    traced from the screen’s feature list

  • Supported nowcompare.find-professional

    Built in the engine as: @inheritkit/comparison · requestCombinedQuote

    built in the InheritKit engine — a commercial module, not part of the open standard

    traced from the screen’s feature list

  • Supported nowcompare.free-will-rows

    Built in the engine as: @inheritkit/comparison · rankByFit

    built in the InheritKit engine — a commercial module, not part of the open standard

    traced from the screen’s feature list

The 29 change proposals this demo relies on

A change proposal (ICP) is a tracked request to extend the standard. These are the ones behind the “Planned” features across all 33 screens — and the few already adopted and built. Where the standard has a written proposal we show its status from the standard’s own record; where it does not, we say so rather than guess.

  • ICP-0001 · TT-657 — Port v1 consumer-estate surface into v2 (retracted in the standard)
  • ICP-0002 · TT-658 — IHT 36% reduced charity rate (approved in the standard)
  • ICP-0006 · TT-663 — Marketplace & dealer model (tracked; no written proposal yet)
  • ICP-0007 · TT-664 — Valuation lifecycle enrichment (tracked; no written proposal yet)
  • ICP-0008 · TT-665 — Delegation, stewardship & marketplace integrity (tracked; no written proposal yet)
  • ICP-0013 · TT-672 — Condition grading (tracked; no written proposal yet)
  • ICP-0014 · TT-673 — Collector records bundle (tracked; no written proposal yet)
  • ICP-0015 · TT-674 — Legal-assurance model (pending in the standard)
  • ICP-0016 · TT-681 — Professional engagement & marketplace data model (approved in the standard)
  • ICP-0019 · TT-684 — Executor / personal-representative appointment & powers model (pending in the standard)
  • ICP-0021 · TT-686 — Wishes, directives & plan-assessment primitives (pending in the standard)
  • ICP-0022 · TT-1029 — Post-death estate-administration & will-lifecycle domain (approved in the standard)
  • ICP-0024 · TT-1031 — Nomination / expression-of-wish — non-testamentary transfer route (approved in the standard)
  • ICP-0026 · TT-1033 — Free-text→structured multi-entity extraction (approved in the standard)
  • ICP-0027 · TT-1034 — Living-Monitoring change-event model (approved in the standard)
  • ICP-0028 · TT-1040 — Couple / mirror-vs-mutual wills modelling (approved in the standard)
  • ICP-0029 · TT-1954 — Insurance-cover model (approved in the standard)
  • ICP-0030 · TT-1069 — Catalogue item-import adapter (approved in the standard)
  • ICP-0033 · TT-1131 — Executor pre-death readiness facet (approved in the standard)
  • ICP-0034 · TT-1132 — E&W IHT spouse exemption (tracked; no written proposal yet)
  • ICP-0044 · TT-1143 — Steward/authority-grant remuneration facet + paid-helper undue-influence safeguard (tracked; no written proposal yet)
  • ICP-0046 · TT-1144 — Multi-opinion / consensus valuation shape (approved in the standard)
  • ICP-0047 · TT-1145 — Compute faith fixed-shares (approved in the standard)
  • ICP-0052 · TT-1292 — Funeral & farewell domain (tracked; no written proposal yet)
  • ICP-0054 · TT-1174 — Asset-side external-registry enrichment (tracked; no written proposal yet)
  • ICP-0055 · TT-1175 — Asset enrichment facets: maker/external-id (tracked; no written proposal yet)
  • ICP-0061 · TT-687 — Heir collaboration & asset-claim resolution (tracked; no written proposal yet)
  • ICP-0062 · TT-688 — Collections & asset disposition (tracked; no written proposal yet)
  • ICP-0070 · TT-969 — Steward / AuthorityBasis — who may act for whom, with what authority, scope and consent, and the legal-effect confirmation rule (tracked; no written proposal yet)

Checked against a pinned copy of the standard’s change-proposal register (73 proposals, standard at main@f63ca72e116d), and against the standard’s own record of what it has adopted (29 written proposals, 176 computed rules). Sample estate — demo data, no sign-up.

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