IHT411 Listed stocks and shares - schedule IHT411 2026

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The document is a form (IHT411) used to report the listed stocks, shares, and UK government securities owned by a deceased individual for inheritance tax purposes. It provides instructions on what to include and exclude, such as specific types of shares and securities. The form requires details about the stock held, its market price at the date of death, and any dividends or interest due. Guidance for completing the form and additional resources for assistance are also provided.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the name of the deceased at the top of the form. This is crucial for identifying the estate.
Fill in the date of death in the specified format (DD MM YYYY) to ensure accurate processing.
If available, input the Inheritance Tax reference number to streamline your submission.
List any UK government and municipal securities held by the deceased, including details such as description, amount held, market price per unit at date of death, and total value.
For listed stocks and shares, provide similar details: name of company, type of shares, amount held, market price per unit, and total value at date of death.
Ensure you include any dividends or interest due at the date of death in their respective fields.
Review all entries for accuracy before saving your completed form.

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What do I need to sign my iht 411 electronically?

Electronic document approval requires a software solution that works in compliance with data security and eSignature regulations. DocHub is a perfect tool for that, since it fulfills all the previously mentioned requirements. Whatever method you prefer to sign your iht 411 in DocHub, your eSignature will be legally binding and court-admissible.

Can I sign my iht411 pdf while I edit it?

When you edit your iht411 pdf with DocHub, you simply will not need to look for other software or solutions to eSign it. An electronic signature is part of DocHub’s extensive editing toolset, which enables you to apply changes in your form without switching between websites. Just complete your form, double-check the correctness of your data and place your electronic signature at the end to make it submission-ready within minutes.

How do I find the value of shares on death date?

The relevant value is the market value of all the deceaseds shares on the day they passed away. These can be found in the financial sections of a newspaper or its website the day after their death.

Are UK shares subject to inheritance tax?

If the shares were given to you by your spouse or a civil partner who live in UK permanently during their life time you wont have to pay any inheritance tax. This will be considered a gift and any gift made to a spouse or a civil partner are tax exempt.

Which shares are exempt from Inheritance Tax?

The rules for Business Property Relief mean that the majority of AIM-listed stocks qualify for a full exemption from IHT while others qualify for partial relief (providing youve held them for 2 years at the date of your death).

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Are all AIM shares exempt from IHT?

Most AIM stocks are exempt from inheritance tax (IHT) if theyve been held for more than two years, and depending on individual circumstances it may be possible for AIM shareholders to qualify for the income tax and CGT reliefs when held via an Enterprise Investment Scheme, or through CGT Entrepreneurs Relief.

Are preference shares subject to IHT?

100% BPR applies to most unquoted shareholdings (including non-voting ordinary or preference shares) in trading companies. (Shares in AIM companies are unquoted for this purpose and hence qualify for 100% BPR). Qualifying shareholdings are completely exempt from IHT, both on a lifetime transfer and on death.

How do you value shares on death?

The value of shares is taken as the closing price on the day the deceased person died. If the stock exchange was closed that day then you can use the closing price on either the last day the stock exchange was open before the person died or the first day the stock exchange was open afterwards.

Do shares attract inheritance tax?

The taxation on money and shares is the same as on property. You would have to pay inheritance tax, income tax, and capital gains tax on inherited shares and money under certain circumstances.

Are shares exempt from IHT?

On death if you hold company shares, these will be exempt from IHT by way of business relief (BR) if the shares are in a trading limited company and have been held for two years.

IHT411 Listed stocks and shares - schedule IHT411 2026

Here's how it works

How to use or fill out IHT411 Listed stocks and shares - schedule IHT411 with our platform

See more IHT411 Listed stocks and shares - schedule IHT411 versions

Complete this form in 5 minutes or less

Got questions?

What do I need to sign my iht 411 electronically?

Can I sign my iht411 pdf while I edit it?

How do I find the value of shares on death date?

Are UK shares subject to inheritance tax?

Which shares are exempt from Inheritance Tax?

Security and compliance

Complete this form in 5 minutes or less

People also ask

Are all AIM shares exempt from IHT?

Are preference shares subject to IHT?

How do you value shares on death?

Do shares attract inheritance tax?

Are shares exempt from IHT?

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