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IHT Form 411
Typhoonqoc1
Posts: 19 Forumite
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?
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?
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Comments
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Yes you do, just be thankful that it is funds rather than huge numbers of individual shares.0
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Thanks for info.0
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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?0
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Has the deceased nominated individuals receive any of the death benefits?
If you've have not made a mistake, you've made nothing0 -
Got to chase the providers for info on any nominated individuals.0
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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.0
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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!0
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