Product Estate Planning Excluded Property Trust 680X392

Excluded Property Trust

Shelter your overseas assets from inheritance tax

Introducing our Excluded Property Trust

This trust is ideal for anyone who is living in or planning to move to the UK and not yet UK-domiciled or deemed UK-domiciled. If you invest in an offshore bond and place it in an Excluded Property Trust before you’re classed as UK-domiciled or deemed UK-domiciled, you could avoid having to pay inheritance tax on the investment.

 

 

Key benefits

How It Works
Shelter your overseas assets from inheritance tax
Mobile 1
Get access to your investment at any time
Coins
No inheritance tax to pay on the assets in the trust

Is it right for me?

This trust could be right for you if:

  • You are not currently classed as UK-domiciled or deemed UK-domiciled
  • You want to be a beneficiary of the trust
  • You want to avoid paying inheritance tax on your overseas assets

This trust might not right for you if:

  • You’re already classed as domiciled or deemed domiciled in the UK
  • You are living overseas but were born in the UK and are planning to return

Bonds that can be used within this trust

You’ll need one of these products to use this trust:

Risks to consider

The value of your investment can go down as well as up and you may get back less than you invest. The way investments performed in the past is not a guide to how they’ll perform in the future.

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Also worth knowing

Next steps

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Get in touch

Contact customer services

+44 1624 820 200

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Monday – Friday 9am to 5pm

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