If you have bought a property on the adult’s behalf

List all heritable assets held at the start of the account, including any interest in a business, any investments (purchase of property) during the period of the account and the value of the heritable assets held at the close of the account. You must send evidence along with the completed account

  • Tell us about the address and the share of the property owned by the adult
  • Complete columns 2 & 6
  • The gross amount of the adult’s share should be entered in column 2
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  • Any legal or conveyancing associated with the sale should be recorded in schedule 6
  • Remember to send evidence with the completed form. Remember to send a copy of the statement of purchase and evidence showing where the funds came from to purchase the property. If consent in principle was not sought, you will need to send a copy of the statement of purchase document along with the completed account form.
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