Chapter 3.4 - Property, assets, and debts
Investments and quoted securities
Add shares, ISAs, bonds, funds, gilts, unit trusts, and similar investments.
In progressAwaiting solicitor approval5 minForm E 2.4
Investments
Do not include dividend income here; that is captured in income sections.
Investments 1
Why we need thisShowHide
Investment holdings are part of the capital picture and may also produce income later.
Documents that helpShowHide
- Latest statement or dividend counterfoil for each investment