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Good afternoon, David

David Richards’ estate · England & Wales · last saved Tuesday

David Richards’ estate Primary · You: Owner Margaret Richards’ estate Mirror will with David →

As your estate takes shape, we look ahead — so the people who help you, and the family who follow, never start from a blank page.

2Properties

10Beneficiaries

0Businesses

E&WJurisdiction

Estate value so far £1,180,000

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Updates live as your estate changes

Estate value £1,180,000 Estimated IHT on David’s death £0

David is married to Margaret, and their mirror wills leave everything to the survivor, so nothing is due on the first death (spouse exemption), and about 87% of David’s nil-rate band and all of his residence band pass to Margaret. On the second death the combined estate is about £2.14m, so the residence band tapers, and the 10% residue to charity (5% North West Railway Heritage Trust, 5% Weaver Valley Hospice Trust) can bring the 36% rate into play. Illustrative estimate, not advice.

Your estate would benefit from two professionals

Estate + Tax

Because you and Margaret together are above the £2,000,000 residence-band taper line, you own a villa in Spain, and your heirs live in Scotland and Australia, you'd be best served by both a will & estate solicitor and a tax adviser — different specialisms, priced independently. We've added one of each.

1 Estate & will solicitor Drafts your will · succession & validity · Legal £1,100 their own fixed fee

2 Tax adviser IHT planning · separate specialist · Tax £395 their own fixed fee

Each line is that professional's own fixed price, calculated instantly from your estate. MyFamilyInherits never sets the price. A firm you instruct may pay MyFamilyInherits a disclosed fee, shown on its listing. It never changes your price or the ranking.

Estimated subtotal £1,495

Verified on the INHERIT standard E&W tax rules · reviewed: Stable

Every value, tax estimate and fee is checked against INHERIT — an open, published standard. The numbers you see are explainable, not a black box. MyFamilyInherits doesn't give legal or tax advice; the regulated firms we match you with do.

One estate, two specialists — priced separately

Most comparison sites send you to a single solicitor. We read your estate and tell you honestly when a tax adviser would earn their fee too — then show each firm's own price, ranked by how well each fits your estate — never by who pays.

⚖ Will & estate

MLP Law

SRA-regulated · Altrincham · 1.5 miles · ranked by fit

SRA 635054 · regulated since 2017 · source: SRA register, checked 22 Oct 2026 Fixed fee · no obligation

£1,100 Their own fixed price for an estate with 2 properties & 10 beneficiaries.

🧮 Tax & IHT planning

Delamere Tax Partners

CIOT · Knutsford WA16

★★★★★ 4.8 · 96 reviews Often saves more than the fee

£395 Their own fixed price for a second-death IHT and residence-band review.

9 options fit-checked for your estate in England & Wales — 5 free charity schemes and 4 firms — paid firms are ranked by fit, never by who pays; charity-scheme panel firms are listed nearest first. No firm is "Recommended" and none is a default. See them side by side →

Free charity wills: one way in

Most people reach these after entering their estate details; this is a second way in. The standard will is £0 to you, whether or not you leave a gift. Each of these five local charities lists every firm on its panel, nearest to you first, and has its own rules, so we check yours against every scheme.

Cheshire Skies Air Ambulanceonline or phone
Weaver Valley Hospice Trustaged 55+ · mirror wills welcome · in person
St. Oswald’s Community Foundation (Chester)CH postcodes only · March & October
Mersey Paws Animal Rescuesingle wills · aged 50+ · online only
Bridgewater Children’s Fundyoung families · naming a guardian is fine

No obligation to leave any of them a gift, and a regulated solicitor drafts every will. Peter and Janet Holloway (an example household in Northwich) entered their estate details, saw that their estate looks straightforward, and chose Tatton Brook Solicitors from the Weaver Valley panel themselves. The panel lists every SRA-regulated firm nearest first, and we don’t recommend any firm. David and Margaret’s estate is not straightforward, so they take the paid route. Upgrades such as a second home abroad or a trust are the firm’s own fixed quote before any work, and can be declined. TestateTech takes no share of any firm’s fees on a charity will; its only income there is a fee from the charity. How we are paid: wording to be checked by a solicitor.

Compare free and paid options →

Three calm steps

No sign-up needed to look around, and you will never be charged automatically.

Build your estate

Add a property, the people who matter, and what you own — in plain language. We organise and value it as you go.

See what it means

A clear picture builds: total value, who inherits, and an honest check of whether any inheritance tax might be due.

Choose your help

We anticipate which professional(s) your estate needs and show each firm's own fixed price — before you commit a penny.

Figures shown are illustrative and provisional. Inheritance-tax estimates are computed from your estate against the open INHERIT standard's England & Wales tax rules (status: Stable) — guidance, not tax advice or a formal valuation. Professional fees are each firm's own itemised quote, and change only if the facts about your estate change. David Richards, the Richards family, the North West Railway Heritage Trust and all named firms and charities (other than MLP Law) are fictional, for illustration only. MyFamilyInherits does not provide legal or tax advice; all services are delivered by the regulated firms shown (SRA / 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 now3 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 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.

PlannedMatched legal + tax "from £…" cards
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 nowhome.dual-professional
Built in the engine as: @inheritkit/comparison · validateAdviserOffer
built in the InheritKit engine — a commercial module, not part of the open standard
traced from the screen’s feature list
Supported nowhome.estate-overview
In the standard as: Estate · Estate
traced from the screen’s feature list
Supported nowhome.free-will-route
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
Not a standard concepthome.onboarding-steps
Why not: onboarding step-guide ("Three calm steps"); app-layer navigation, not a distinct standard concept
declined by Rich Davies
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.