I am currently preparing 10 year anniversary charge forms for a trust. the funds are held in a life insurance bond and are invested in various funds (eg AXA Framlington etc).
IN addition to the IHT100, should I be filling in form D32 - Tell HMRC about stocks and shares owned by the trust or transferor
or form D34 - Life insurance and annuities
form D34 does not look like it should apply to a 10 year charge, hence my dithering. It talks about the transferor or settlor rather than the trust itself.
Apologies if this is a silly question and thank you for any help given.