Investment Week has named Stellar as a finalist in four categories at this year’s Tax Efficiency Awards

The awards come at a crucial time for the sector. Changes in the pensions regime in the UK allied to a widespread desire for better yields and a widespread interest in earlier-stage investment opportunities have turned the attentions of the wider investment community towards investments which offer tax efficiency alongside their inherent investment characteristics.

 

Notwithstanding rules introduced within the past few years regarding investments in renewable energy and changes with regard to qualifying investments, the government remains committed to encouraging the tax-efficiency sector to fill the investment gap left by the high-street banks when it comes to early-stage and growth company funding.

 

These awards are designed to recognise the most successful and forward-thinking providers in the areas of VCTs, EIS and BPR/IHT. Alongside performance criteria, the awards will acknowledge the degree to which each provider helped promote a greater understanding of the sector and its benefits with investors and, crucially, advisers.

 

Our flagship service Stellar Succession has been nominated for Best IHT Portfolio Service for the second year in a row. Succession is a discretionary managed portfolio that commits capital to a wide range of asset-backed trading activities to qualify for full inheritance tax relief after two years, whilst targeting a return of 5% per annum.

 

Additionally, Stellar AiM IHT Portfolio has been nominated for Best AIM IHT Portfolio Service for the second year in a row. AiM IHT Portfolio invests in a diversified portfolio of 40 companies quoted on AiM to qualify for full inheritance tax relief after two years.

 

The Stellar Leeds Hotel LP has been nominated for Exit of the Year. The Stellar Leeds Hotel LP was sold in May 2016 and doubled investors’ capital in under three years.

 

Stellar has also been nominated for Tax-efficient Group of the Year, one of the most prestigious categories recognising providers who not only create well managed tax-efficient investments but also promote a greater understanding of the sector.

 

Click here for a full list of all the finalists.

 

 

 

Marketing Manager


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