How do I add National Savings and Investment products to my case?

In this article we explain how to handle NS&I products when adding these assets to your case

To add an NS&I product, choose category Savings & investments. In this category there is a dropdown with the different types of savings or investments (see below) 

 

To learn how to add a specific NS&I product to your case, you can choose from the list below to navigate to that section of the article quickly:

 

How to add a Children's Bond

• Click Add new Savings & investments 
• Select Other National Savings & Investment products from the drop down list
• In Product type menu, select Children's bonds
• Enter the remaining information and click Save 
• This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), the IHT406 schedule (example below), the IHT404 schedule (if jointly owned) and the IHT400

 

How to add a Direct ISA

• Click Add new Savings & investments 
• Select Cash ISA from the drop down list
• Ensure the question Is this an NS&I product? is flagged as Yes
• Select Direct ISA from the dropdown

• Enter the remaining information and click Save
• This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), and the IHT406 schedule (example below) and the IHT400

How to add a Direct Saver account

• Click Add new Savings & investments 
• Select Cash Savings Account from the drop down list
• Ensure the question Is this an NS&I product? is flagged as Yes
• Select Direct saver from the dropdown

• Enter the remaining information and click Save
• This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), and the IHT406 schedule (example below) and the IHT400
  

How to add a Fixed Interest Savings Certificate

• Click Add new Savings & investments 
• Select Other National Savings & Investment products from the drop down list
• In Product type menu, select Fixed interest savings certificates
• Enter the remaining information and click Save
• This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), the IHT406 schedule (example below), the IHT404 schedule (if jointly owned) and the IHT400

 

How to add a Green Savings Bond

• Click Add new Savings & investments 
• Select Other National Savings & Investment products from the drop down list
• In Product type menu, select Green savings bonds
• Enter the remaining information and click Save
• This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), the IHT406 schedule (example below), the IHT404 schedule (if jointly owned) and the IHT400

How to add a Guaranteed Growth Bond

• Click Add new Savings & investments 
• Select Other National Savings & Investment products from the drop down list
• In Product type menu, select Guaranteed growth bonds
• Enter the remaining information and click Save
• This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), the IHT406 schedule (example below), the IHT404 schedule (if jointly owned) and the IHT400

 

How to add a Guaranteed Income Bond or Income Bond

• Click Add new Savings & investments 
• Select Income Bond from the drop down list
• Enter the remaining information and click Save
• This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), the IHT406 schedule (example below) and the IHT400

How to add an Index-linked Savings Certificate

• Click Add new Savings & investments 
• Select Other National Savings & investment products from the drop down list
• In Product type menu, select Index-linked savings certificates
• Enter the remaining information and click Save
• This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), the IHT406 schedule (example below), the IHT404 schedule (if jointly owned) and the IHT400

How to add an Investment Account

• Click Add new Savings & investments 
• Select Cash Savings Account from the drop down list
• Ensure the question Is this an NS&I product? is flagged as Yes
• Select Investment account from the dropdown

• Enter the remaining information and click Save

• This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), and the IHT406 schedule (example below) and the IHT400

How to add a Junior ISA

• Click Add new Savings & investments 
• Select Cash ISA from the drop down list
• Ensure the question Is this an NS&I product? is flagged as Yes
• Select Junior ISA from the dropdown

• Enter the remaining information and click Save
• This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), and the IHT406 schedule (example below) and the IHT400

How to add a Premium Bond

• Click Add new Savings & investments 
• Select Premium bond from the drop down list
• Enter the remaining information and click Save
• This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), and the IHT406 schedule (example below) and the IHT400