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how to calculate the value of your estate

To find out how much your estate is worth calculate the value of your assets, then minus your liabilities:

CalculatorYour 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