Our directors have been at the forefront of tax-efficient investment in the UK since the early 1990s, when they established the tax and property division of a major independent merchant bank. Over the next decade this company became one of the market leading investment houses in the tax efficient investment market with assets under management of some £3.5bn at its peak.
The team are experienced in structuring, promoting and managing tax advantaged investments including Business Expansion Schemes, Enterprise Zone Trusts, Venture Capital Trusts, Enterprise Investment Schemes and have a long pedigree of residential and commercial property development expertise including projects that qualify for Business Premises Renovation Allowance.
In 2007, they formed Stellar Asset Management and, drawing on their previous experience now manage a growing range of services for estate and succession planning and inheritance Tax mitigation, underpinned by Business Relief (BR), longstanding government legislation which provides 100% relief from Inheritance Tax after two years.
Today they offer a wide range of asset backed Inheritance Tax services which provide investors access to a range of UK investment sectors; including, forestry, agriculture, hotel investment and property development and AiM portfolio services, which are available via an Individual savings account (ISA).
Stellar is wholly owned by our directors and staff and our clients include individuals, trustees, business owners and those with lasting powers of attorney.
Why we are different