Confirmation Scotland- inventory

Beaulicious

I am currently preparing form C1 for my Mum’s estate as Executor.

She has investments with Quilter (stocks & shares and investment bond). Quilter have provided me with a probate valuation (13 pages long) which details each asset no of units, unit price and asset value.

Will it be acceptable to attach a copy of this to the inventory rather than writing everything out again on the continuation forms? If I am able to do this how would I require to word this.

Any help appreciated.

buddy9

Using a ‘paper apart’ is common for additional information or in some cases, for the complete inventory on a spreadsheet. But 13 pages for valuations seems excessive.

Beaulicious

I agree it is a lot but I can’t really condense it as it has all the different funds within the investments. Any wording you can suggest to describe the attachments would be much appreciated.

buddy9

Perhaps you are overthinking this. Can you not just list the investments with their value?

Beaulicious

Thanks buddy9 it is totally possible that I am as I have found the whole thing difficult.

I can just give the summary of the investment and value but my understanding with stocks & shares, unit trusts etc… was that they needed to be broken down.
I will put in the product name and account value and hope that this is acceptable.

Thanks for your responses.