Section 4

Investments and policies

ISAs, shares, bonds, and other investment wrappers. Include policies with a surrender or trade value.

In progressAwaiting solicitor approval8 minES2 – investments / policies

Add each product separately.

Investments and policies 1

Held by

Provider / platform

Type

Value (your figure)

Estimated CGT on disposal (if known)

Why we need thisShow

Investments are part of the capital resource picture and may have tax on disposal.

Documents that helpShow