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Investing in our property backed loan companies qualifies for inheritance tax relief so you can pass on more to future generations

Over £300 million in property secured since 2006

Zero capital losses to date in our loan products

First charge only. <75% LTV max.

Personalised, Professional and Experienced

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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

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Inheritance Tax - The Basics

Inheritance tax is paid on the money and assets you pass on when you die to the extent they exceed the allowances given by the Government. Typically, the first £325,000 of your assets are free from inheritance tax but there are other allowances for spouses and the family home in certain circumstances that may apply to increase this amount. Anything over the relevant allowances is currently then taxed at 40%. There are a number of long-standing and well established routes to mitigate or even potentially eliminate any inheritance tax using Government approved reliefs so that more of your estate can be passed on to the next generation.

Pass on more to your beneficiaries

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Business Property Relief - BPR

BPR was first introduced in the 1976 Finance Act and has developed into a well used and trusted tool for managing the effects of inheritance tax on the passing on of wealth. By investing in a BPR qualifying company, the investment qualifies for 100% reduction in inheritance tax due on the value after 2 years of continual ownership. This is a significantly shorter period than some estate planning strategies such as making gifts or using trusts which typically take 7 years before taking effect.

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Key Risks to Consider

Tax rules can change

BPR has been available and used since 1976 but tax rules can change and we cannot guarantee or confirm that the same rules will apply throughout the
investment life span.

Capital is at risk

All investments carry risk to capital and to any income or returns and you should ensure that you are comfortable with the risk profile of the investment before
making it.

BPR is assessed individually

BPR has been available and used since 1976 but tax rules can change and we cannot guarantee or confirm that the same rules will apply throughout the
investment life span.

Let's speak

If you have any questions or would like to discuss the next steps, please get in touch. We are here Monday to Friday 9am - 5pm. 

+44 (0) 203 368 6340

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