Our philosophy for asset-backed investment is built around three fundamental principles.
First, buy off-market and sell on-market to optimise the return.
Second, harness the inside knowledge of sector experts to help identify the most promising assets and realise the potential.
Last, but by no means least, ensure a fair deal for investors, advisers and the people who buy and use the assets we develop, nurture and sell.
In the document below, we set out the rationale for this approach, how it works in practice and the tangible value it generates for our investors, for us as a business and for society as a whole.Read our philosophy
Our asset-backed Inheritance Tax Services
A discretionary managed service designed for investors who wish to leave a legacy that is free from inheritance tax.
Stellar Growth IHT Service
This discretionary managed service involves the creation of a privately owned limited company for each investor, to access a portfolio of asset-backed business activities – targeting 5% growth per annum.
Stellar Business IHT Service
A discretionary managed service which provides numerous succession planning and tax efficiency options for business owners – either following the sale of a company, or to invest excess company capital to maintain tax efficiency.
Stellar Bespoke IHT Service
Designed for sophisticated investors who prefer a tailored discretionary investment approach to improve tax-efficiency.