Skip to main content

This is a new service – your feedback will help us to improve it.

Posted Mon, 19 Feb 2024 21:59:44 GMT by
I'm starting to fill in the forms for my late mother's estate, and it's pretty clear where to give details for her bank accounts and shares, but there's one other source of income that I'm finding hard to place. She also had investments managed by a financial advisor; we don't have an account and they are not company shares, so where do I enter those details?
Posted Tue, 20 Feb 2024 11:39:57 GMT by HMRC Admin 19

You will need to contact our Inheritance Tax team for advice.

Inheritance Tax: general enquiries

Thank you.

You must be signed in to post in this forum.