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IHT Form 411

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Just started to fill out IHT forms & have Question on Form 411 Listed Stocks & Shares.
Stocks & Shares ISA with Fidelity has multiple funds with different Quantities & Price, do I have to put all of these individually on the 411 form? 

Comments

  • Keep_pedalling
    Keep_pedalling Posts: 20,872 Forumite
    Tenth Anniversary 10,000 Posts Name Dropper Photogenic
    Yes you do, just be thankful that it is funds rather than huge numbers of individual shares. 
  • Typhoonqoc1
    Typhoonqoc1 Posts: 10 Forumite
    First Post
    Thanks for info. 
  • Typhoonqoc1
    Typhoonqoc1 Posts: 10 Forumite
    First Post
    Next Hurdle - IHT Form 409 - Pensions!  Mix of Workplace & private Pensions.  Do I need to know who any payout is going to & put on this form, as only have the amount, Providers want Probate before continuing?
  • RAS
    RAS Posts: 35,614 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    Has the deceased nominated individuals receive any of the death benefits?

    If you've have not made a mistake, you've made nothing
  • Typhoonqoc1
    Typhoonqoc1 Posts: 10 Forumite
    First Post
    Got to chase the providers for info on any nominated individuals.
  • Keep_pedalling
    Keep_pedalling Posts: 20,872 Forumite
    Tenth Anniversary 10,000 Posts Name Dropper Photogenic
    If you work your way through IHT 409 you are likely to find that you don’t need to provide any numbers. The vast majority of pension schemes fall outside the estate.
  • Typhoonqoc1
    Typhoonqoc1 Posts: 10 Forumite
    First Post
    That is my understanding, it is just understanding which are the correct boxes to tick & info filled in, do not want it holding up progress by bouncing back!
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