Maria Duke

My situation is a bit unusual. When my late husband fell ill, he added me to his bank account, so that I could have access to his money, should it be needed. He had several stock investments in this account, which eventually became mine. I recently sold such investments and would like to report capital gains / losses. Whilst the shares were his to start with, the account had become joint prior to his death. Which date do I consider as 'purchase date' in this case? The dates when he actually purchased the shares? The date when I become a 'joint owner' (i.e. when he added me to his bank account)? Or the date of his death? Thanks!

I have recently sold some my holdings in a unit trust which were not bought all at once, i.e. made several investments in the same unit trust over the years. To compound the problem I inherited some units from my late husband. Which date should I use as a purchase date if not only one date?