Probate Plus knowledgebase
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Value for banks and building societies differs between Probate Plus and the IHT form?

When filling the IHT form, Probate Plus capitalises any accrued income values that have been recorded against bank and building society accounts and aggregates them to the figure that's placed on to the IHT form. The same applies to stocks and shares.

The IHT215 practitioner's guide gives guidance on where accrued income is capitalised and aggregated into base values for assets.

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