We work with financial advisers, planners, wealth managers and other financial intermediaries to offer investment opportunities that mitigate risk and deliver attractive, long-term returns.
Inheritance Tax planning services
Our IHT services utilise Business Relief (formerly Business Property Relief) that offer 100% IHT exemption after two years and are all fully insurable against loss of value.
Financial advisers can choose from a range of insurable AiM portfolios for IHT relief, run by an award-winning fund manager with a proven track record or to participate in asset classes that typically have property or land at their core.
This provides financial advisers and their clients with the security of tangible assets and low correlation with traditional asset classes.
Our IHT services are fully insurable against future loss of value. Click here for more details
Tax planning products
Our tax planning products typically offer capital gains and income tax reliefs for investors using legislation such as EIS.
Our experience enables us to identify suitable opportunities, complete rigorous due diligence and create products and services using a tax efficient structure.
These provide financial advisers with access to alternative investment sectors, such as hotels and are suitable for pension funds.
We partner with specialist managers which enables us to provide consistent investment management to our financial advisers and their clients.
Stellar is authorised and regulated by the Financial Conduct Authority as an AiFMD firm and is a member of the EIS Association.
Read an interview with Jonathan Gain (the Chief Executive of Stellar)
Posted on byLater life planning is becoming an increasingly important area of advice as the UK population continues to age. A recent survey entitled ‘Later Life in the United Kingdom’ has been conducted by Age Concern and highlights the need for lifetime planning. Read the report here.