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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 and Assignment
Deed of Appointment/Retirement of trustee
Deed of Removal/Appointment of trustee
Beneficiary
Trust deed (form)
Currently unavailable
Trust deed (notes)
Currently unavailable
