Is the Excluded Property Trust right for you?
What are the risks?
The value of your investment can go down as well as up and you may get back less than you invest. Tax rules depend on the type of investment and individual circumstances and may change.
This trust could be right for you if:
You're not and never have been UK-domiciled or deemed UK-domiciled
You want to be a beneficiary of the trust
You want to avoid a potential inheritance tax liability on your non-UK assets
This trust might not right for you if:
You’re already classed as domiciled or deemed domiciled in the UK
You're living overseas but were born in the UK and are planning to return