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Calculating the value of your estate
To find out how much your estate is worth calculate the value of your assets, then minus your liabilities:
Your assets
Home (current market value)
Other properties (holiday homes, properties rented out etc)
Money: Bank
Building Society
National Savings
Premium bonds
Any money you are owed
Other
Business Assets (including shares in private companies)
Investments: Life insurance
Stocks and shares
Pensions (lump sums payable upon death)
Car/motorbike/caravan etc
Furniture/household contents
Other possessions
Other assets passing as a result of your death
Total A ………………………………………………………..
What do you owe?
Mortgage outstanding
Overdraft
Loans
Other debts
Total B ……………………………………………………………
Value of your estate = total A – total B
