IHT Investment Trust

My uncle had Investment Accounts with Fidelity, which contain both Fund Investments and 'Money held as cash within the Investment Account'. These don't seem to be ISAs, just normal Investment Accounts. I called the IHT helpline but the person I spoke to didn't seem to understand or and couldn't answer which part of the form(s) these should go on. Or where on IHT411 'uninvested cash' should be added (i.e. which column?). Or should the cash in the Investment Account be added to IHT406 instead?

Hi,

You will need to contact the Inheritance Tax team again for advice.

Inheritance Tax: general enquiries

Thank you.