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Form INT 411. Shares schedule
tenzin_2
Posts: 38 Forumite
My dad used Hargreaves Lansdown and Barclay smart investor.
on form INT411 do I list every single item on the list like Whitbread vodaphone etc. or do I just write, Barclays Smart investor 3000, total.
on form INT411 do I list every single item on the list like Whitbread vodaphone etc. or do I just write, Barclays Smart investor 3000, total.
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You have to list each investment (funds or individual company shares) held in those platforms.1
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I just said - see attached schedule - and enclosed the valuation with the details. HMRC were happy with that.0
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If I remember correctly, I did the form online. So I just entered the total value as the first entry and then it carried through the various forms. I rang the helpline first and they said this was ok although I don’t think they understood the query. However we were paying IHT and the Revenue were ok with that as an approach. We had two , as well, a NatWest share portfolio and a M and G portfolio.
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