Inheritance Tax: listed stocks and shares (IHT411)

Use the IHT411 with the IHT400 to give details of any shares or stock the deceased owned.


Listed stocks and shares (IHT411)

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Use the IHT411 with the IHT400 to give details of any shares or stock owned by the deceased.

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Published 4 April 2014
Last updated 23 December 2022 + show all updates
  1. The '£0.00' figures for ‘Total value of stock at date of death’ in sections 1 and 2, have been removed.

  2. The IHT411 form has been updated to include a link in the section 'When to use this form', for information about listed shares and securities HMRC does not recognise. 'Personal Equity Plans' has been removed from the 'Listed stocks, shares, and investments that did not give the deceased control of the company' section, and information about 'foreign shares' has been updated to include 'other UK exchanges'.

  3. IHT411 updated attachment replaced on the page.

  4. First published.