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MyFamilyInherits — home Start free
MyFamilyInherits
E&W
DR

David's Estate

David Richards · david@richardsfamily.co.uk
£1,180,000 15 assets Level 1
3

Estate

3 of 10 areas started
2

Executor readiness

2 of 9 areas started
Where your estate stands on inheritance tax
Most estates owe nothing. David is married to Margaret, so nothing is due on his death: everything not given away goes to her. This is only a guide.
computed against INHERIT · E&W Tax · reviewed: Stable
Estate value (David’s share)
£1,180,000
2 properties · 15 assets · accounts
Left to Margaret
Exempt
spouse exemption: gifts between spouses are tax-free
Gifts that are not exempt
~£43,350
well inside the £325k nil-rate band
Estimated IHT on David’s death
£0
nothing is owed on the first death
about £43,350 of non-exempt gifts £325,000 nil-rate band, mostly unused
💡 On the second death the combined estate is about £2.14m, so the residence band tapers. A tax adviser can look at that now. It is an illustrative estimate, not advice, and you will never be charged automatically. Review with a tax adviser →
MLP

MLP Law

£1,100
Based on your estate
The second death may owe Inheritance Tax — planning can help

Suggested next steps

Check who gets what
Most of your estate goes to Margaret. The watercolour in the study has two people asking for it. Who should have it?
Review gifts →
Add photos to 8 items
Photos improve AI valuations by up to 40%. Your Rolex would benefit most.
Start with Rolex →
The second death may owe tax
See how a STEP-accredited tax adviser could plan for the residence band taper. Illustrative, not advice.
See how planning helps →

Items (12)

⏱▲ +8%
Rolex Submariner 116610LN
Watches · Luxury
£9,20091%
📚– flat
Book Collection (~200)
Books · First Editions
~£4,20061%
🪙▲ +3%
Gold Sovereign Collection
Coins · Precious Metals
£3,40083%
🕰– flat
Grandfather Clock
Clocks · Furniture
£1,80072%
🎸▲ +5%
Gibson Les Paul Standard
Musical Instruments
£2,40078%
🚂– flat
Hornby R3454
Model Railways
£28587%
⚠ Illustrative & provisional — not legal or tax advice. Values and IHT figures are estimates.

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 now2 entriesThe standard already has a place for this today.
  • Supported now · shared core0 entriesSupported by the part of the standard shared across our brands.
  • Planned2 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 concept1 entriesPage furniture, or something we decided the standard should not hold.

5 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.

  • PlannedEstimated IHT on the first death

    ICP-0034 E&W IHT spouse exemption

    traced from the data this screen displays

  • PlannedMatched firm's fee

    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 nowCategory summary (property, items, accounts and pensions)

    Comes from: record.assets_registry

    a field on the validated INHERIT v2 estate record

    traced from the data this screen displays

  • Supported nowEstate total

    Comes from: record.estates.0.gross_value

    a field on the validated INHERIT v2 estate record

    traced from the data this screen displays

  • Not a standard conceptdashboard.app-shell

    Why not: app-layer navigation dashboard; aggregates data dispositioned on its own screens, not a distinct standard concept

    declined by Josh Thayre

    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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