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.
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:
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.
Posted on byUK wrap provider Platform One has added Stellar Asset Management’s Aim inheritance tax services to help provide advisers with more tax planning tools. According to Jonathan Gain, chief executive of Stellar Asset Management, the move means that, for the first time, advisers using Platform One can integrate either the Aim IHT Isa or the Aim... Read more »