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IHT411 Listed stocks and shares
lake888
Posts: 64 Forumite
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..
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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.
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