Product Estate Planning Excluded Property Trust 680X392

Excluded Property Trust

Shelter your overseas assets from inheritance tax

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

Key documents

Non-domiciles - briefing note
Trust Register and trustee obligations – briefing note

Deed of Appointment/Retirement of trustee
Deed of Removal/Appointment of trustee

Trust deed (form)
Trust deed (notes)

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