Estate Liquidity Analysis

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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.