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Estate summary · David Richards
Dashboard › Estate summary

Your whole estate, at a glance

David’s share (joint assets counted at 50%) · 6 categories · updated 22 Oct 2026 · ready for your tax-adviser meeting
Total estate value
£1,180,000
David’s share, with joint assets at 50%. After £7,700 of credit cards and funeral costs, the net estate is £1,172,300.
Recomputes as you add, value or assign items
Verified on the INHERIT standard

Inheritance-tax position

England & Wales

Scotland and Northern Ireland: coming later · Register interest

£0 estimated inheritance tax
England & Wales · first death: everything to Margaret is spouse-exempt
whole estate passes tax-free nothing taxed
Computed against INHERIT · E&W tax rules · reviewed: Stable
Assets by category
6 categories · £1,180,000
Home in Halehalf share
£575,00023 Maple Drive · joint with Margaret
Villa in Spainhalf share
£215,000Casa Montgó, Jávea · €500,000 in all
Investments & savings5 accounts
£310,000ISA, bonds, GIA · joint accounts at ½
Collections75 items
£56,100railway £7,200 · watches £22,400 · motorbikes £26,500
Other belongings4 groups
£17,700guitar, china, watercolour, contents
Digital assets1 account
£6,200Bitcoin · access notes in the vault
How £0 is worked out
England & Wales
The watches and motorbikes are valued as bands. A date-of-death valuation from Cheshire Valuers would make the total firm. Outside the estate: Aviva SIPP £310,000 and Legal & General cover £250,000 both go to Margaret.
What's covered · what's missing
8/10
8 of 10 areas started
2 left to make the picture complete
Personal detailsComplete
Assets & valuationsWatches and motorbikes banded
Beneficiaries8 people, 2 charities
ExecutorsMargaret & Sarah named, Daniel substitute
Pensions & insuranceSIPP and railway pension, 1 policy
Tax positionEngland & Wales checked
Property & deedsHale and Jávea
Will documentCopy not uploaded (original with MLP Law)
Lifetime giftsNot recorded
Spanish willCopy not uploaded
Who inherits
8 people · 2 charities
MRMargaret RichardsWife · co-executor · residue and joint assetsEverything else
SRSarah RichardsDaughter (Glasgow) · co-executor · Gibson guitar, ½ china£3,300
DRDaniel RichardsSon (Perth, Australia) · substitute executor · Rolex, Bonneville, ½ china£19,600
YRYusuf RahmanSon-in-law (Glasgow) · Flying Scotsman locomotive£450
GCFour grandchildrenAmira, Adam, Ruby and Jack · £5,000 each on trust until 25£20,000
WVWeaver Valley Hospice TrustCharity · £5,000 gift (exempt)£5,000
This summary is built from the information you have entered and is illustrative and provisional — mock data, not a formal valuation or advice. Values are David’s share as at 22 Oct 2026 (joint assets at 50%; €1 = £0.86). Tax figures are computed for England & Wales against the open INHERIT standard. English law governs David’s estate, so Scottish legal rights do not apply to Sarah, and Australia has no inheritance tax for Daniel. All people and firms (other than MLP Law) are fictional.

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 now4 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.

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.

  • Plannedestate-summary.iht-position

    ICP-0002 IHT 36% reduced charity rate (approved in the standard)

    traced from the screen’s feature list

  • Supported now6 asset categories (label + value)

    Comes from: record.assets_registry

    a field on the validated INHERIT v2 estate record

    traced from the data this screen displays

  • Supported nowEstate total (£1,180,000)

    Comes from: record.estates.0.gross_value

    a field on the validated INHERIT v2 estate record

    traced from the data this screen displays

  • Supported nowResidence (23 Maple Drive) value

    Comes from: record.assets_registry.0.current_valuation

    a field on the validated INHERIT v2 estate record

    traced from the data this screen displays

  • Supported nowestate-summary.position

    In the standard as: Estate · EstateCurrencyRollUp

    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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