Our Dads estate and IHT implications

Rodders2409

Mothman said:

Might be worth checkIng with the IHT helpline if in doubt. I have phoned the helpline once so far, I did have a 20 minute wait but they were quite helpful once I got through.
My Mum's Prudence bond was invested in their With-Profits fund and the policy had the 1% of life cover so I think IHT410 Life Assurance form is right for her bond, though I haven't submitted the forms yet so I could be wrong. 

Hi Mothman,

Yes I called them this afternoon and had the same wait but they were really helpful. They confirmed that IHT411 was the correct form because even though there was an element of life assurance the vast majority is an Equity based product. So I'm doing that.

Mothman

Well done, glad you got it sorted.