IHT400/411 where to declare cash held in S&S ISA account? 28 May 2022 at 2:48PM in Deaths, funerals & probate 2 replies 72 views

itm2

I am dealing with the estate of my late mother. She held an S&S ISA account with Interactive Investor, and had a cash balance there in addition to her stock holdings. Does anyone know where/how to declare this cash holding on the IHT400/411/other form?

itm2

Sorry - just found the answer to my question in the IHT400 HMRC guidance notes - I need to use Box 1 on IHT406

Keep_pedalling

I would put it on IHT 406.