Sample estate — you're exploring David Richards' estate, a preview of what we're building.
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MFI — Estate-wide search · legal + tax (richer v4)
Springboard: 55-search. Richer: searches ALL estate entities (items · property · accounts · beneficiaries · documents · wishes) with typed result cards, filter chips, recent + suggested searches and natural-language queries. Tax shows only on "what's taxable".
1. Empty (recent + suggested)
2. "everything left to Margaret"
3. "what's taxable" (light tax use)
Search your estate
Find anything across the whole estate — items, the property, accounts, beneficiaries, documents and wishes. You can type a name, or ask in plain English like “everything left to Margaret”.
Search your estate
Read as: everything assigned to Margaret Richards (your wife) across all of your estate. Found 6 things — 3 items, a share of the property, one account and her letter.
6 results for “everything left to Margaret” · total estimated value left to Margaret £291,200
Beneficiary1
MR
☆ Beneficiary
Margaret Richards
Wife · primary beneficiary · currently assigned 5 things across your estate
Items3
■ Item
Rolex Submariner 116610LN
Watches · left to Margaret · in the safe
£9,200
91% confident
🪙
■ Item
Gold Sovereign Collection
Coins · left to Margaret · in the safe
£3,400
83% confident
🕰
■ Item
Grandfather Clock
Clocks · left to Margaret · in the hallway
£1,800
72% confident
Property1
🏠
🏠 Property
42 Oakwood Avenue
Family home · your half-share left to Margaret · jointly owned
£275,000
your share
Accounts1
Nationwide joint current account
Passes to Margaret automatically · jointly held
£1,800
balance
Wishes1
♥ Wish · letter
For Margaret
“…the watch was your father’s — I always meant for you to have it…”
Letter
Search your estate
🧾
Read as: the assets in your estate that count towards inheritance tax. Most estates owe nothing — the first £500,000 is tax-free. Yours is a little above, so here's what counts and roughly where it stands. Nothing is owed now; this is only a guide. computed against INHERIT · E&W Tax · reviewed: Stable
These 5 assets make up your £560,000 estate. After the £500,000 tax-free allowance, about £60,000 is potentially taxable — an estimated £24,000 in tax before any planning.
£60,000
Taxable slice
£24,000
Est. IHT @ 40%
See the full estimate →
5 in-estate assets count towards inheritance tax · jointly-held items that pass straight to your wife are not counted here.
Property1
🏠
🧾 Counts towards IHT
42 Oakwood Avenue — your share
Family home · covered by the £175k residence band
£275,000
in estate
Accounts & pensions1
🧾 Counts towards IHT
Halifax savings & ISA
Sole accounts · balances form part of the estate
£262,400
in estate
Items3
🧾 Counts towards IHT
Rolex Submariner 116610LN
Watches · part of the estate’s personal possessions
£9,200
in estate
🪙
🧾 Counts towards IHT
Gold Sovereign Collection
Coins · part of the estate’s personal possessions
£3,400
in estate
🚂
🧾 Counts towards IHT
Model Railway Collection (47)
Model railways · part of the estate’s personal possessions
~£4,200
in estate
A tax adviser can check gifts, trusts and reliefs that may lower this. Review with a tax adviser · you’ll never be charged automatically.