Stellar Asset Management specialises in the creation of inheritance tax planning services and other tax-efficient investment products.

We offer products and services across three areas of financial planning. These are usually designed as discretionary managed portfolios which use long-standing, mainstream legislation to provide tax efficient solutions for investors.

Inheritance Tax Services

STELLAR SUCCESSION

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Stellar Succession is a discretionary managed portfolio service that enables investors to obtain relief from inheritance tax (IHT) after two years.

Succession targets a 5% per annum return from a range of asset backed investments designed to preserve wealth.

It is available with our unique insurance policy.

STELLAR AiM IHT ISA

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AiM IHT ISA is a discretionary managed AiM portfolio service which is free from income tax, capital gains tax and will be inheritance tax free after just two years.

No initial fee until 31 August 2015

AiM IHT ISA is now available exclusively on Platform One

It is available with our unique insurance policy.

Stellar AiM IHT Portfolios

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AiM IHT Portfolios is a discretionary managed AiM portfolio service which will be inheritance tax free after just two years.

No initial fee until 31 August 2015

AiM IHT Portfolios is now available exclusively on Platform One

It is available with our unique insurance policy.

Tax Planning Products

The Expatriate Pension Service

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Expatriate Taxation Benefits
Our international pension product offers highly attractive taxation benefits for those who are working on temporary contracts overseas.

It is designed for employees or contractors who are domiciled in the UK but who are non-UK residents.

Please direct any enquiries to matthew.steiner@stellar-am.com

New Opportunities

We are currently looking at a number of new opportunities.

Please get in touch if you are a business looking for funding or an investor seeking tax efficient investments.

Investment Products

Coming soon

We are currently developing our next investment opportunity designed for pension funds.

These opportunities can either be managed in a fund or, for more wealthy investors, as a bespoke arrangement.

To find out more contact
andrew.sheena@stellar-am.com

Inheritance Tax & Investment Management

Our products and Inheritance Tax services are ususally promoted through the advisers of individuals, families, companies and trustees.

Financial advisers have a number of options when it comes to inheritance tax planning and can choose from an AiM portfolio, available inside or outside an ISA wrapper, or from our asset backed IHT services which are either managed as a discretionary portfolio or bespoke to the investor.

To complement our inheritance tax services we manage other tax efficient products and services such as Enterprise Investment Schemes (EIS) and offer asset backed investment opportunities designed with pension funds in mind.

We intend to have further product offerings in these areas later this year, so watch this space.