Estate Liquidity Analysis

Use a calculator without linking it to a client.

Clears all values in this calculator only.

Cash and bank

Investments

Retirement funds

Property value

Vehicles

Other assets

Total liabilities

Spouse bequest

Section 4 deductions

Estimated CGT

Funeral costs

Other admin costs

Post-death income collected

Outstanding tax

VAT on executor and collection fees

Liquid assets available

Life cover to estate

Liquidity summary

Capture the estate values above and calculate the liquidity position.