How to use physical assets to diversify your clients' portfolios

Clients whose main aim is to protect the value of their investments may well be feeling nervous at the moment.

 

Recent stock market fluctuations and sustained uncertainty around Brexit has created the perfect environment for clients to delay making important decisions, which can end up being a costly mistake.

 

Clients look to you for reassurance and you can easily provide this by reducing their exposure to market based investments such as equities, gilts and bonds.

 

Investments that contain tangible assets (such as forestry and hotels) are largely un-correlated to these markets and offer a simple way to diversify your clients' portfolios.

  • Asset-backed offers greater investment security
  • Un-correlated lowers investment volatility

 

If your clients hold these investments for two or more years they also qualify for Business Relief, meaning their capital is free from inheritance tax!

 

Capital preservation with the choice of growth or income 

Our services only invest in areas that provide a high level of asset security and allow investors to choose a growth or income strategy.

Succession

Succession

A discretionary managed portfolio providing capital growth.

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Estate Planning Service

Estate Planning Service

A discretionary managed portfolio generating a regular income.

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If you have any questions about inheritance tax, tax planning or our services, please get in touch.

Senior Business Development Manager

Matthew Sand

After cutting his teeth in the family financial services business, Matthew joined Stellar as an Associate in the business development team in 2015. Promoted to Senior Manager in 2017, he is a part-qualified financial adviser and was recently listed as one of the UK's top BDMs in the BWD BDM Quality Census 2017.

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