Form INT 411. Shares schedule

tenzin_2

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. 

Keep_pedalling

You have to list each investment (funds or individual company shares) held in those platforms. 

spaslet

I just said - see attached schedule - and enclosed the valuation with the details. HMRC were happy with that.

tenzin_2

spaslet said:

I just said - see attached schedule - and enclosed the valuation with the details. HMRC were happy with that.

Did you put a total in box 62, 63, 64 on the INT400 form? 

spaslet

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.