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Alan,
Client is receiving an inheritance where the date of death was 2012. The will consisted mainly of quoted shares. Probate was n’t finalised ’till 2015.
Can client “opt” to take 2012 as the valuation date ( when share values were much lower & consequently CAT ) or must we take the 2015 probate date ?

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Posted by (Questions: 54, Answers: 1)
Asked on 23 December 2015 11:35 am
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