Personalised, Professional and Experienced
Investments
Saxon Trust provides funding to experienced property investors at a time when mainstream lenders are making it more and more difficult for investors to access lending capital to secure properties and reach their goals.
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Personalised, Professional and Experienced
100% IHT relief after 2-years
IHT Portfolios
Our IHT portfolios offer investments in companies that qualify for Business Property Relief, offering investors 100% IHT relief on the value after 2- years. As with our investments, there are 3 portfolios offering target returns of 3% - 6% p.a. depending on the investment portfolio selected.
Your capital is at risk
As with all investments, your capital and any returns are at risk if you choose to invest. Tax reliefs can not be guaranteed and could change.
3 portfolios offering target returns of
3-6% p.a.
Our target returns are tailored to each portfolio and based on the underlying risk profile of the lending products of our specific property lending company.
Our Portfolios
3% p.a.
Preservation
Preservation Portfolio
Our lowest risk portfolio with funds used to support buy-to-let investors with mortgages and short-term property lending with a highly conservative nature. The funds are restricted to only be used to support first charge secured lending with a maximum loan to value of 60%. Our target returns are tailored to each portfolio and based on the underlying risk profile of the lending products of our specific property lending company.
5% p.a.
Balanced
Balanced Portfolio
A balanced portfolio with funds used to support buy-to-let investors with mortgages, short-term property lending and also some prime development lending for house-building. Loans are all made on a first charge secured basis to a maximum of 75% loan to value. Our target returns are tailored to each portfolio and based on the underlying risk profile of the lending products of our specific property lending company.
6% p.a.
Growth
Growth Portfolio
A portfolio offering a higher target return which is paid as a capital return on redemption and not as a dividend each year. All loans are made on a first charge secured basis with funding used for short-term property loans and development finance. Our target returns are tailored to each portfolio and based on the underlying risk profile of the lending products of our specific property lending company.
The Saxon Trust team are easy to deal with and clearly understand property as property people, not just lenders.
John, Professional investor, London
