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IHT205 Question regarding shares in funds.
w0nKy
Posts: 13 Forumite
I have a query regarding some of my fathers investments. He invested with two fund providers, Fidelity and Halifax ISA investments. There are various funds in each investment and I am trying to ascertain which box on IHT205 to enter these values in, 11.3 or 11.4.
I have values for each fund from each provider so do I have to see which funds are quoted on the stock exchange?
0
Comments
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Funds are not traded on the stock exchange it’s what is held in the funds that count, unless those funds the funds contain anything exotic then they almost certainly belong in 11.3.0
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