We’d like to remind Forumites to please avoid political debate on the Forum.
This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
IHT411 Listed stocks and shares
I understand stocks and shares ISA will need to be included in IHT411. How about if the S&S ISA is a discretionary managed porfolio containing lots of different funds? Just wondering how to deal with that..
Comments
-
Simply use the ISA platforms detailed valuation schedule as an attachment to support the IHT 411 figure , as specifically requested by HMRC in the preamble notes on the form.
1
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 355.8K Banking & Borrowing
- 254.9K Reduce Debt & Boost Income
- 456.2K Spending & Discounts
- 248.3K Work, Benefits & Business
- 605.9K Mortgages, Homes & Bills
- 179K Life & Family
- 263.7K Travel & Transport
- 1.5M Hobbies & Leisure
- 16.2K Discuss & Feedback
- 37.7K Read-Only Boards