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FOR FINANCIAL ADVISERS ONLY
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Excluded Property Trust

Also called Discretionary Trust - settlor included

A trust designed for individuals who are not domiciled in the UK and who want to protect their assets outside the UK from UK inheritance tax.

Read about Excluded Property Trusts

Informer article - Excluded property Trust

Access the Literature Library for forms to set up a trust.  

Visit the Trustability Hub for useful support materials about trusts.

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