Stellar has created a range of products which offer flexibility and choice for many investors whilst allowing them to have full control of their assets. Our products have been designed to reduce risk, protect investors' wealth and mitigate the three principal personal tax liabilities.
Inheritance Tax Mitigation
On death, the taxman can claim 40% of any assets in your estate above the nil-rate band (currently 325,000 GBP per person).
Traditional methods of mitigation are through the use of trusts and gifts. However, these can take seven years to be fully exempt. Our inheritance tax solutions (sometime referred to as estate planning solutions) offer relief after just two years.
Click below for further details on how to avoid inheritance tax through Business Relief (formerly Business Property Relief).
- The Stellar Trading Companies
- The Stellar AIM Inheritance Preservation Service
- The Third Stellar Forestry LP
- The First Stellar Farming LP
Capital Gains Tax Mitigation
There are precious few remaining opportunities to mitigate CGT and one of the most used methods is through the use of Enterprise Investment Schemes. However, we are dealing with many more entrepreneurial investors who are thinking of selling or have sold their own business. Stellar has created products which utilise specific aspects of the tax legislation for those investors who wish to mitigate Capital Gains Tax.These products also offer relief from Inheritance Tax.
Click below for further details on how to mitigate capital gains tax.
Income Tax Mitigation
For those individuals who may typically have contributed significant sums to pensions funds and now find greater restrictions, Stellar can help with alternative Income Tax mitigating opportunities.
We have experience in both Enterprise Investment Schemes and Venture Capital Trusts. Recently we have created a product for individuals who are tax resident in a country different from their domicile.
At Stellar, we can set up a tax efficient savings plan utilising UK pension legislation and allows individuals to save income tax.
Click below for further details on how to mitigate income tax.
Video Recordings of Webinars
Click here to go to The Stellar Adviser Zone to view videos of how these products work in practice.
For more information about Stellar Asset Management and our range of innovative investment products, please contact us on 020 3195 3500