Good afternoon, David

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

David Richards’ estate Primary · You: Owner Sarah’s estate Mirror wills with Yusuf →

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.

1Property

3Beneficiaries

0Businesses

E&WJurisdiction

Estate value so far £1,180,000

Your quote basket

Updates live as your estate changes

Estate value £1,180,000 Estimated IHT £22,320

David is a widower — his late wife’s unused nil-rate bands transfer to his estate, lifting the threshold to £1,000,000 (transferable NRB + residence nil-rate band). A 10% charitable gift (£118,000 to the North West Railway Heritage Trust) brings the rate to 36%. Illustrative & provisional — not legal or tax advice.

Your estate would benefit from two professionals

Estate + Tax

Because your estate is over the £1,000,000 combined threshold and your heirs live across Scotland and the Republic of Ireland, you'd be best served by both a will & estate solicitor and a cross-border tax adviser — different specialisms, priced independently. We've added one of each.

1 Estate & will solicitor Drafts your will · succession & validity · Legal £320 their own fixed fee

2 Tax adviser IHT planning · separate specialist · Tax £450 their own fixed fee

Each line is that professional's own fixed price, calculated instantly from your estate. MyFamilyInherits never sets the price and never takes a share of your legal fee.

Estimated subtotal £770

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, sorted nearest first. You stay in control of the order.

⚖ Will & estate

Margaret & Hale, Solicitors

Partner SRA-regulated · Hale (1.2 mi)

★★★★★ 4.9 · 211 reviews Fixed fee · no obligation

£320 Their own fixed price for an estate with 1 property & 3 beneficiaries.

🧮 Tax & IHT planning

Penrose Tax Advisers

Featured CIOT · STEP-accredited · 2.4 mi

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

£450 Their own fixed price for an IHT-planning review over the £1,000,000 threshold.

4 firms qualify for your estate in England & Wales, sorted nearest first — placements are clearly marked Featured or Partner, never "Recommended". See the full directory →

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 estimate and may change after consultation. David Richards, the Richards family estate, the North West Railway Heritage Trust and all named firms 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 now1 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 planning1 entriesOn the screen, but no change proposal covers it yet. These still need planning.
Not a standard concept2 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.

Gap — needs planninghome.dual-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
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.estate-overview
In the standard as: Estate · Estate
traced from the screen’s feature list
Interface onlyJurisdiction switcher options (E&W / Scotland / ROI only)
Interface: ext.intake.jurisdictions
interface configuration, not something the standard holds
traced from the data this screen displays
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 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.