Get the up-to-date IHT411 Listed stocks and shares - schedule IHT411 2025 now

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The document is a form (IHT411) used to report listed stocks, UK government and municipal securities, and shares owned by a deceased individual for inheritance tax purposes. It provides instructions on what types of securities to include or exclude, guidance on valuation, and details on reporting dividends and interest due at the date of death. The form also directs users to additional resources for assistance.

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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.

Get the up-to-date IHT411 Listed stocks and shares - schedule IHT411 2025 now

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How to change IHT411 Listed stocks and shares - schedule IHT411 online

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 [KEY] electronically?

Can I sign my [KEY] 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?

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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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