Form

Inheritance Tax: unlisted stocks and shares and control holdings

Give details of any unlisted stocks or shares owned by the deceased, or to detail listed shares if the deceased had control of the company using form IHT412 with form IHT400.

From:
HM Revenue & Customs
Published
4 April 2014
Last updated
6 January 2023 — See all updates

Documents

Inheritance Tax: unlisted stocks and shares and control holdings (IHT412)

PDF, 84.3 KB, 4 pages

This file may not be suitable for users of assistive technology.

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Read the accessibility statement for HMRC forms.

https://www.gov.uk/guidance/accessibility-statement-for-hmrc-interactive-forms

Details

Use IHT412 with form IHT400 to give details of any stocks or shares that are:

  • listed on the Alternative Investment Market (AIM) or traded on OFEX
  • held in a private limited company, Business Expansion Scheme or business start-up scheme
  • listed on a recognised stock exchange and the deceased had control of the company

Before you start

This form is interactive (one that you complete on screen) and you must use Adobe Reader to complete it.

Contact the Online services helpdesk if you have problems opening or saving the form.

Published 4 April 2014
Last updated 6 January 2023 + show all updates

  1. Form IHT412 has been updated with a new version.

  2. First published.

Related content