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Listed vs Unlisted S&S for Inheritance

justme8786

justme8786 Posts: 28 Forumite

10 Posts

23 May at 5:07PM edited 23 May at 5:07PM in Deaths, funerals & probate

I wasn't sure whether to put this here or on the investments forum. I am currently filling out the IHT400 probate form for my deceased mum, it asks if she has any listed stocks and shares or unlisted stocks and shares and control holdings.

I don't know what these mean and google is not helping. She had a S&S ISA, a SIPP, both with various funds such as Vanguard FTSE World Index, iShares gold etc. , and a P2P Unbolted investment account. Which of the two categories would these be in?

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Comments

user1977 Posts: 17,403 Forumite

23 May at 6:16PM

"listed" will mean quoted on a stock exchange (as opposed to eg shares in a family company)

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Keep_pedalling Posts: 20,300 Forumite

23 May at 6:29PM

See my reply on your other thread.

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wmb194 Posts: 4,698 Forumite

23 May at 6:48PM

Duplicate thread

https://forums.moneysavingexpert.com/discussion/6608815/listed-vs-unlisted-stocks-for-probate#latest

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justme8786 Posts: 28 Forumite

23 May at 7:46PM

wmb194 said:

Duplicate thread

https://forums.moneysavingexpert.com/discussion/6608815/listed-vs-unlisted-stocks-for-probate#latest

Yes thank you, how do I delete it?

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