Work out the value of your estate

This page will help you work out the value of your estate. Think about what you own and the approximate values. Make a note of what you owe, they are your liabilities. The difference is the value of your estate.

What is the value of your major assets £

• Your home (or share in it)
• Other property and/or land
• Cars and other vehicles
• Home contents including furniture and fittings
• Items of particular value (e.g. jewellery/art)
• Money in banks, building societies and online including PayPal, Bitcoin, etc.
• Shares, investments, national savings, premium bonds
• Insurance and pensions
• Other savings and assets

A Total assets

What are your major liabilities £

• Mortgage
• Loans and overdrafts
• Credit cards
• Credit or HP agreements
• Other liabilities

B Total liabilities

Total estate value = A Total assets – B Total liabilities