Excluded Property Trust
Shelter your overseas assets from inheritance tax
The Excluded Property Trust may still appropriate in certain circumstances. However, following changes to Inheritance Tax legislation with effect from 6 April 2025, our draft excluded property trust deed is now only available on request. The client should seek professional tax and legal advice before proceeding. Please contact your account manager if you require access to our draft deed.
This trust is ideal for anyone who is resident in the UK and holds assets outside of the UK, but is not long-term UK resident. If you invest non-UK assets into one of our international bonds and place it in an Excluded Property Trust without ever becoming long-term UK resident, you could avoid having to pay inheritance tax on the investment.
Find all the documents you need for our Excluded Property Trust.
For investment bond and protection documents, including application forms and guides, visit the individual product homepages or the document library
