Estate administration, asset-sale charges, taxes and beneficiary allocations affect the net funds received. Government immigration charges, professional work and project fees are additional categories rather than part of the estate’s gross value.
Use the completed distribution account
Ask qualified estate and tax professionals to explain the investor’s net entitlement and obligations. Budget for obtaining and translating records held abroad, plus the later residence and removal-of-conditions stages. Keep household liquidity separate from invested money.
A disputed entitlement or expected future estate payment should not be treated as certain funding for a project commitment. Work from the completed distribution account rather than the gross value of the estate, since the two can differ substantially. The estate's own liabilities, funeral and administration expenses, executor's and professional fees, and any tax arising on the estate all fall to be met before anything is distributed, and the investor's share is what remains after them.
Then account for what falls on the beneficiary personally, which may include tax in their own jurisdiction and the costs of realizing an asset received in kind. Add the preparation costs of evidencing the history, which for an estate involving another country can include obtaining certified copies, translations and professional assistance abroad. Keep all of this outside the investment figure and build that figure only from what has actually been received.