9th August 2017

Prudential: Excluded Property Trusts

In the fourth article of Prudential’s trust series, Technical Manager Helen O’Hagan makes the trust journey simpler and less complex. Last month she looked at discounted gift trusts and this time she covers excluded property trusts.

The "What" of Trusts - Excluded Property Trust
This is the fourth article in our trust series where we are trying to make the trust journey more simple and less complex. Last month we looked at the discounted gift trust and today we are going to look at the excluded property trust and will cover –

W - why use an excluded property trust
H - how to use an excluded property trust
A - access for the settlor and beneficiaries
T - taxation of the trust

Read the full article here. 

Tax, Trust & ISA, Technical