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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

Brochure – Your guide to an Old Mutual International Excluded Property Trust (not for HK/Singapore)
Informer article - Excluded property Trust

Visit the Trustability Hub for useful support materials about trusts.

Access the new Trust Form Finder for forms to set up a trust. Additional items can be found in the Literature Library.

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