Inheritance Tax: unlisted stocks and shares and control holdings
Give details of any unlisted stocks or shares owned by the deceased, or to detail listed shares if the deceased had control of the company using form IHT412 with form IHT400.
Use IHT412 with form IHT400 to give details of any stocks or shares that are:
- listed on the Alternative Investment Market (AIM) or traded on OFEX
- held in a private limited company, Business Expansion Scheme or business start-up scheme
- listed on a recognised stock exchange and the deceased had control of the company
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Last updated 6 January 2023 + show all updates
Form IHT412 has been updated with a new version.