Stellar Asset Management offers guidance and support to advisers and investors who are interested in taking advantage of both market conditions and tax efficiency.

Stellar Asset Management Limited is a specialist in the formation, promotion, management and administration of tax efficient investment opportunities. Stellar has particular expertise in opportunities which mitigate Inheritance Tax, in particular utilising Business Property Relief, and benefit from Venture Capital Trust and Enterprise Investment Scheme legislation. We offer guidance in the following sectors:

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Business Property Relief

Business Property Relief (BPR) is an important but less well known relief from Inheritance Tax (IHT). BPR allows you to claim relief on relevant business property that you own once the property has been held for a minimum of two years. Read more

Enterprise Investment Schemes

The Enterprise Investment Scheme (EIS) was introduced in 1994 with the aim of assisting small unquoted trading companies in raising capital. It does so by providing a range of tax reliefs for investors who purchase newly issued shares in these companies. Read more

Inheritance Tax

Inheritance tax (IHT) is, essentially, a tax levied on any transfer of assets to other people or trusts. It is mostly paid in respect of an individual’s estate on death, but it can also apply in respect of certain transfers of assets during life. Read more

Retail Distribution Review

The Retail Distribution Review (RDR) is a key part of The Financial Services Authority’s (FSA) consumer protection strategy. It is drafted to establish a resilient, effective and attractive retail investment market. Read more

Unregulated Collective Investment Schemes

Unregulated Collective Investment Schemes (UCIS) enable clients to obtain exposure and portfolio diversification they would not ordinarily achieve in authorised funds alone. They are not suitable for everyone, and are subject to risk, but structured correctly with a regulated operator they do provide attractive opportunities in a client’s portfolio. Read more

Venture Capital Trusts

Venture Capital Trusts (VCTs) are listed on the London Stock Exchange (LSE) and money raised from individual investors is pooled by the VCT to acquire a number of different investments with the intention of spreading risk across the portfolio. Read more

Treating Customers Fairly

Treating customers fairly (TCF) is central to the delivery of the FSA’s retail regulatory agenda, which aims to ensure an efficient and effective market and thereby help consumers achieve a fair deal. Read more

More Information

For more information about Stellar Asset Management and our range of innovative investment products, please contact us on 020 3195 3500