Annabel’s Widgety Review Page
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Step 1: List and value possessions and assets
Make a list of all of the deceased person's possessions, and estimate the value of them. Contact all relevant banks, building societies, insurance companies and any other relevant organisations to obtain proper valuations of other assets. This includes stocks and shares, liabilities, and any payouts on life insurance.
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Step 2: List and value joint assets
You need to list and value any joint assets. These are assets that the deceased person shared with another person e.g. a property bought in 2 persons' name. Estimate the sale value of these assets on the open market - then divide that value by 2.
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Step 3: List and value gifts
Gifts made in the 7 years before a person's death need to be considered in the valuation of the estate. Monetary gifts are easy to value. Gifted possessions should be valued based on an estimate of their sale value on the open market.
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