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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Versions	Form popularity	Fillable & printable
2022	4.3 Satisfied (42 Votes)
2015	4.7 Satisfied (57 Votes)
2014	4 Satisfied (59 Votes)

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