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Listed vs Unlisted S&S for Inheritance
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justme8786
Posts: 28 Forumite

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?
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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"listed" will mean quoted on a stock exchange (as opposed to eg shares in a family company)1
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See my reply on your other thread.0
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wmb194 said:0
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