Excluded Property Trust

Shelter your overseas assets from inheritance tax

This trust is ideal for anyone who is resident in the UK and holds assets outside of the UK, but is not currently and has never been UK-domiciled or deemed UK-domiciled. If you invest non-UK assets into one of our international bonds and place it in an Excluded Property Trust before becoming UK-domiciled or deemed UK-domiciled, 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

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

Adviser support