Go and speak to an accountant. Apart from anything else, the other side will require independent verification of any tax liability you purport to have in your form E.
At a guess:
1. The shares in the company probably attract tax if you were to sell them. However I would want to understand how they would be valued? Are they subject to any time considerations before you can sell them? Will you reach your capital gains tax threshold? etc
2. The property from the will: can you sell it? What are the costs attributed to that sale? Does this breach inheritance tax limits? What is the value?
3. The family home: what''s its value? how much would it cost to sell? Is it (for tax purposes) your principle private residence? Whose name is the mortgage in? Are there penalty clauses for early redemption of the mortgage or do you intend to take the mortgage on to another property? Can you do this without penalty?
As I say: collate the information and spend a couple of hours with an accountant.
ok with value if you are. 3% cost of sale needs to be deducted on form E.
Just to be sure: have you ever rented it out during your ownership? Has it gone up in value since you took ownership?
The issue here is: if the value of the property has gone up since you owned it and it has not been your principle private residence throughout that time, there could possibly be a tax liability on sale which needs to be reflected in your form E.
Ok. Your form E on these assets is relatively straight forward then:
1. On shares:Put in share value. Put in share tax liability.
2. On inherited home: Put in value at £240,000. Put in cost of sale at 3% (£7,200). Total asset value £232,800.
3. On matrimonial home: Put in your value in the property at 50% of£330,000 = £165,000. Your cost of sale is 50% of 3% of £330,000 = £4,950. You cost of mortgage redemption is 50% of £85,000 =£42,500. Total asset value (to you in your form E) = £165,000 minus £4,950 minus £42,500 = just under £120,000, you better do the numbers!
Endowments need a current surrender value, which the provider can give you relatively quickly.
Pensions need what is called a CETV which your pension provider can send you (may take a few weeks)