About

About

Stellar is an independent financial services company specialising in tax-efficient investment products & services

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 across three areas.

  • 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
  • Tax planning products
    Our tax planning products typically offer capital gains and income tax reliefs for investors using legislation such as EIS
  • Investment products
    These provide financial advisers with access to alternative investment sectors, such as hotels and are suitable for pension funds.

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 

We partner with specialist managers which enables us to provide consistent investment management to our financial advisers and their clients.

Our experience enables us to identify suitable opportunities, complete rigorous due diligence and create products and services using a tax efficient structure.

Current areas of specialism include:

  • Renewable energy
  • Bridging finance
  • Forestry
  • Farmland
  • Owning and operating hotels
  • Commercial & residential property development opportunities

Stellar is authorised and regulated by the Financial Conduct Authority as an AiFMD firm and is a member of the EIS Association.

Read here an interview with Jonathan Gain, the Chief Executive of Stellar.