Skip to content
Sample estate — demo data, no sign-up.
MyFamilyInherits
DR

Find a professional

Legal & tax advisers · prices update as your estate changes
David Richards · david@richardsfamily.co.uk · David's estate: £1,180,000 · 12 items · Level 1
Estate value
£1,180,000
1 property · 12 items · accounts & pension
Tax-free threshold
£1,000,000
own bands + bands transferred from late wife
Chargeable estate
£62,000
after £118,000 charitable gift
Estimated IHT @ 36%
£22,320
reduced rate via 10% charitable gift
£1,118,000 within threshold & exempt gifts £62,000 chargeable
Your estate is over the £1,000,000 threshold and has heirs in Scotland and the Republic of Ireland — so it benefits from two specialisms: an estate solicitor and a tax adviser. Priced independently, matched into one bundle. A tax adviser's planning (gifts, trusts, charitable relief) could save more than their fee. IHT computed vs INHERIT · England & Wales
4 of 12 firms qualified for your estate · 3 beneficiaries · 1 property · England & Wales
Hoole & Pemberton Solicitors + Weaver & Dane Tax — your matched bundle
Will, probate-ready drafting, and IHT planning in one engagement. One point of contact; both verified against INHERIT · England & Wales.
£695
£770 if booked separately
Save £75 · est. IHT saving £49,680
Hoole & Pemberton Solicitors
Altrincham · 0 mi · SRA-regulated
Featured partner
£320est.Fixed fee
Hoole & Pemberton Solicitors's own pricing — MyFamilyInherits never sets or marks up this fee.
STEP member Law Society Wills & Probate
4.9(402) Trustpilot 4.8
Matched — your estate has a property + 3 beneficiaries and needs a trust clause: Hoole & Pemberton's specialism.
Price breakdown
Base will£180
3 beneficiaries£60
Property + trust£80
Bank accountsIncl.
Total£320
Consultation
In personFree 30m
VideoFree 30m
Turnaround2–3 wks
Home visitYes
Altrincham Legacy Law
Sale · 3 mi · SRA-regulated
£290est.Fixed fee
Altrincham Legacy Law's own pricing — never marked up by MFI.
Law Society Wills & Probate
4.2(15)
Matched — handles property + multiple beneficiaries. No trust specialism listed.
Price breakdown
Base will£200
3 beneficiaries£30
1 property£40
Bank accounts£20
Total£290
Consultation
In personN/A
VideoFree 15m
Turnaround4–6 wks
Home visitN/A
Weaver & Dane Tax
Manchester · 6 mi · CIOT-regulated
Tax · top match
£450est.Fixed fee
Weaver & Dane Tax's own pricing — MFI never sets or marks up this fee.
CIOT Chartered Tax Adviser STEP
4.9(71)
Matched — your £62,000 chargeable estate qualifies for gift & charitable-relief planning, plus claiming the transferred nil-rate bands.
What's included
IHT reviewIncl.
Gift & trust planIncl.
Charitable 36% reliefIncl.
Fee£450
Illustrative outcome
Without planning£72,000
After planning£22,320
Est. saving£49,680
Net of fee£49,230
Delamere Tax Partners
Knutsford · 12 mi · CIOT-regulated
Jurisdiction partner
£395est.Fixed fee
Delamere's own pricing — MFI never marks it up.
CIOT Chartered Tax Adviser
4.6(38)
Matched — cross-border estate specialist; heirs in Scotland & the Republic of Ireland a focus.
What's included
IHT reviewIncl.
Gift planIncl.
Trust setup+£120
Fee£395
Illustrative outcome
Without planning£72,000
After planning£30,000
Est. saving£42,000
Net of fee£41,605

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, adds to, or takes a cut of it. Featured and jurisdiction-partner slots are paid placements, clearly labelled — never "Recommended". 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 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.
  • Planned2 entriesA change proposal covers this. Where we can check the standard’s own record, we show its status.
  • Gap — needs planning2 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.

7 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.

  • Gap — needs planningcompare.bundle

    Status: tracked as TT-958 — no change proposal covers it yet

    TT-958 is tracked as an issue but is not a change proposal in the pinned registry

    traced from the screen’s feature list

  • Gap — needs planningcompare.find-professional

    Status: tracked as TT-958 — no change proposal covers it yet

    TT-958 is tracked as an issue but is not a change proposal in the pinned registry

    traced from the screen’s feature list

  • PlannedBundle £695 (save £75)

    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

  • PlannedLOCKED per-firm fees £320/£290/£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 (name / regulator)

    Comes from: record.professionals

    a field on the validated INHERIT v2 estate record

    traced from the data this screen displays

  • Supported nowService types (legal / tax)

    Comes from: record.engagements.0.services

    a field on the validated INHERIT v2 estate record

    traced from the data this screen displays

  • Supported nowcompare.estate-intelligence

    In the standard as: Planning · PlanFinding

    traced from the screen’s feature list

The 30 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 32 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 (approved 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-0020 · TT-685 — Distribution-logic primitives: survivorship, age-contingent, abatement, cy-près (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 (pending in the standard)
  • ICP-0024 · TT-1031 — Nomination / expression-of-wish — non-testamentary transfer route (pending in the standard)
  • ICP-0026 · TT-1033 — Free-text→structured multi-entity extraction (pending in the standard)
  • ICP-0027 · TT-1034 — Living-Monitoring change-event model (pending in the standard)
  • ICP-0028 · TT-1040 — Couple / mirror-vs-mutual wills modelling (pending in the standard)
  • ICP-0029 · TT-1068 — Insurance-cover model (pending in the standard)
  • ICP-0030 · TT-1069 — Catalogue item-import adapter (pending in the standard)
  • ICP-0033 · TT-1131 — Executor pre-death readiness facet (tracked; no written proposal yet)
  • 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-0045 · TT-1014 — general Media/attachment primitive (tracked; no written proposal yet)
  • ICP-0046 · TT-1144 — Multi-opinion / consensus valuation shape (tracked; no written proposal yet)
  • ICP-0047 · TT-1145 — Compute faith fixed-shares (tracked; no written proposal yet)
  • ICP-0052 · TT-1172 — 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)

Checked against a pinned copy of the standard’s change-proposal register (69 proposals, standard at main@f63ca72e116d), and against the standard’s own record of what it has adopted (24 written proposals, 66 computed rules). Sample estate — demo data, no sign-up.