Services
Diversification and choice

Our services offer the opportunity to be free of Inheritance Tax whilst retaining control of assets.

Discover our services

News and insights

Find out all of the latest stories in estate planning.
About us
About us

Stellar was formed in 2007 with the aim of providing the tools to help mitigate Inheritance Tax. Today we remain an independent firm, wholly owned by our directors and staff, with wealth preservation at the forefront of what we do.

Discover our philosophy

ESG at Stellar

We are committed to continual improvement.
News and insights
News and insights

Find out insights in the world of estate planning from our expert team.

To find out what we are doing about the introduction of Consumer Duty, click here.

Read the latest news

Webinars and events

We host a range of online and in-person events throughout the year.
Contact us

Search
Log in
Menu

Back to Documents

Stellar Growth IHT Service | Performance Factsheet – Q4 2022

Download PDF

Posted on 7th Feb 2023

Categories:

Performance Update
Stellar Growth IHT Service
Performance Updates

Services
Business Relief
Enterprise Investment Scheme
Where we invest
- Alternative investment market
- Asset-backed
Client planning

About us
Our story
Meet our leadership team
Responsible investing and ESG
The Stellar Club
Careers at Stellar
Contact us
Privacy Policy

News and insights
Webinars and events
Adviser resources
Inheritance Tax explained
How does Business Relief work?

Connect with Stellar

Twitter logo
LinkedIn logo

Awaiting user type...

© 2023 Stellar Asset Management Limited – All Rights Reserved.

Stellar Asset Management Limited does not provide advice or make personal recommendations, and investors should seek independent advice before investing. Investments offered on this website carry a higher risk than many other types of investment, and prospective investors should be aware that capital is at risk and the value of their investment may go down as well as up. Any investment should only be made on the basis of the relevant product literature and investors’ attention is drawn to the risk, fees and taxation factors contained therein. Tax treatment depends on individual circumstances of each investor and may be subject to change in the future. Past performance is not a reliable guide to future performance. Stellar Asset Management Limited is authorised and regulated by the Financial Conduct Authority under FCA number 474710. Registered in England and Wales No. 06381679. Registered Office: 20 Chapel Street, Liverpool, L3 9AG.

Important Information

In order to download files from this website, you must select and confirm that you are one of the following types of user:

Financial Adviser
Direct Investor

By continuing you confirm that this content is applicable to you and you have read the terms & conditions.

Services
About us
News and insights
Contact us

This website uses cookies to help make it work better for you and to allow us to see how the website is used.
If you continue to use this website we will assume that you are happy with our cookies policy.
Accept alternatively you can Reject if you are not happy with this.

Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

Non-necessary

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.

SAVE & ACCEPT