We join forces with Mattioli Woods for IHT proposition

Stellar Asset Management Limited, a leading tax efficient investment provider, and Mattioli Woods plc, an AiM listed wealth management and employee benefit service provider, are pleased to announce that they have launched a new Inheritance Tax mitigation service for private clients – Mattioli Woods Progression.

 

Progression is a core service for those Mattioli Woods’ clients seeking relief from Inheritance Tax and will complement its existing estate planning services.

 

Progression will enable clients to become shareholders of their own private trading company and the money invested will be committed to trading opportunities identified and managed by Stellar Asset Management. In addition Stellar will provide all administration, accounting and tax services.

 

Commenting on this new opportunity, Stellar’s Chief Executive Jonathan Gain stated that ‘I am proud to be working with such an established and acclaimed wealth manager as Mattioli Woods. Their decision to work with us vindicates our position as the only bespoke IHT service provider in the market and is a wonderful endorsement of our ability to source and manage defensive and tangible asset classes which offer real grow potential.’

 

David Thurlow, director of Mattioli Woods said that ‘The decision to work with Stellar was driven by our desire to work with experts in the IHT market. The structure of Progression is tried and tested and truly offers our clients control, excellent portfolio diversification and transparency. We have a number of clients ready to sign up and Progression is now available to all Mattioli Woods’ advisers.’

 

 

Marketing Manager


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