IHTM18112 - Listed stocks, shares
and investments: Lloyds underwriting interests
A portfolio of listed stocks and shares, together with other
assets such as freehold property, may be held as security for a
Lloyds Underwriting interest.
- Refer all Lloyds Underwriting interests to
Shares and Asset ValuationShares and Assets Valuation
(Underwriting) by memo, without your file.
- Attach copies of all relevant valuations
and supporting schedules/documents.
Underwriting interests often qualify for business relief (
IHTM25131).
- Advise Shares and Assets Valuation
(Underwriting) of any relief claimed so that they can consider and
negotiate this for you.
Review the data capture (
IHTM18044) instructions.
