IHTM18072 - Action when notified of listed investments: what to consider

You will usually be aware of listed stocks and shares in an estate by way of the IHT411 sent with the IHT400 ( IHTM10021). Refer to the IHT411 instructions ( IHTM18011).

If you are notified of further stocks and shares post-Grant, such as by corrective account or IHT100 ( IHTM10501), how you deal with them will depend initially on whether full valuations are provided on a Stockbroker’s report.

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(This text has been withheld because of exemptions in the Freedom of Information Act 2000)