What value do I put on the IHT100 form for my EIS shares?

When completing the IHT100 form, you should use the full value of your EIS portfolio as at the date of the chargeable event, such as the date of death. In most cases, this will align with the value shown on your latest Blackfinch statement. However, if the chargeable event occurred between statement dates and any significant updates have taken place, we can provide a more up-to-date valuation. Our Client Excellence team can support you with this.