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Sample estate — demo data, no sign-up.
MyFamilyInherits
Estate summary · David Richards
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Your whole estate, at a glance

12 items across 6 categories · updated today · ready for your solicitor or tax-adviser meeting
Total estate value
£1,180,000
Everything David owns, less the £0 outstanding on 23 Maple Drive, Hoole.
Recomputes as you add, value or assign items
Verified on the INHERIT standard

Inheritance-tax position

£22,320 estimated inheritance tax
England & Wales · 36% reduced rate (10% charitable gift) above a £1,000,000 threshold
within threshold / charity-exempt £62,000 taxable at 36%
Computed against INHERIT · E&W tax rules · reviewed: Stable
Assets by category
6 categories · £1,180,000
Property1 home
£520,000professionally valued
Pensions1 scheme
£310,000statement value
Financial accounts3 accounts
£180,000live balance
Chattels & collections~250 items
£120,000valued · incl. OO-gauge railway
Business interest1 share
£30,000est. · unverified
Digital assets3 accounts
£20,000est. · needs review
How £22,320 is worked out
England & Wales
2 of your 12 items aren't valued yet. An accurate total is what makes the tax figure trustworthy across every jurisdiction.
What's covered · what's missing
7/10
7 of 10 areas started
3 left to make the picture complete
Personal detailsComplete
Assets & valuations10 of 12 valued
Beneficiaries3 named
ExecutorsSarah & Stephen named
Pensions & insurance1 pension, 4 policies
Tax position4 jurisdictions checked
Property & deeds23 Maple Drive
Will documentNot uploaded
Lifetime giftsNot recorded
2 item valuationsBusiness & digital
Who inherits
3 beneficiaries
SRSarah RichardsDaughter (Glasgow) · co-executor · 45%£531,000
STStephen RichardsSon (Dublin) · co-executor · 45%£531,000
NWNorth West Railway Heritage TrustCharity · 10% (unlocks 36% rate)£118,000
This summary is built from the information you have entered and is illustrative and provisional — mock data, not a formal valuation. Tax figures are computed from your estate against the open INHERIT standard. The England & Wales, Scotland and Northern Ireland positions use the UK-wide Inheritance Tax, computed against INHERIT's Stable, reviewer-checked rules; the Republic of Ireland Capital Acquisitions Tax position is shown as an indicative estimate only while its rules are still being added to the standard. All figures are guidance, not legal or tax advice. MyFamilyInherits does not give advice itself — the regulated firms we match you with (SRA / CIOT / STEP, or the equivalent regulator in each jurisdiction) do. 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 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.
  • Planned3 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.

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.

  • PlannedIHT position — £22,320 @ 36%

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

    traced from the data this screen displays

  • PlannedThreshold £1,000,000 (NRB+RNRB+transferred)

    ICP-0034 E&W IHT spouse exemption

    traced from the data this screen displays

  • 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 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.