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Proven in volatile markets: Why Stellar’s AIM IHT portfolio stands apart

In our first instalment we suggested that there was a direct link between the size of an AIM fund manager’s AUM and the performance outcome for those clients invested. As we made the claim, it’s only fair that we provide evidence to support this theory and, more importantly, explain what we do differently and why that matters. There is a reason that we have… Read more Proven in volatile markets: Why Stellar’s AIM IHT portfolio stands apart

By rebecca 1st September 2025

AIMing for better outcomes: What the 2026 tax changes mean for advisers today

Since the UK government’s budget announcement in October 2024, the upcoming reduction from 6 April 2026 in Inheritance Tax (IHT) relief obtainable for investors in companies listed on the Alternative… Read more AIMing for better outcomes: What the 2026 tax changes mean for advisers today

By Phil Kirwan 28th August 2025

In the news…Newark Golf Club on course for commercial success

Source: Newark and Sherwood News Journal Just one year ago Newark Golf Club was acquired by Stellar Asset Management, preventing the private members’ club from entering into administration. Fast forward… Read more In the news…Newark Golf Club on course for commercial success

By rebecca 21st July 2025

July AiM Market Musings from Stephen English, Investment Director

In meetings with clients we often find them receptive to the premise that UK equities are cheap, and small-caps especially so, only then to be asked “where’s the catalyst?”. The… Read more July AiM Market Musings from Stephen English, Investment Director

By rebecca 16th July 2025

Assessing the ongoing AIM opportunity

In this video, Stephen English, investment manager and Head of AIM at Stellar Asset Management, discusses UK small caps and AIM in the current context since the changes announced at the Autumn Statement of 2024 Watch here: https://view.ceros.com/intelligent-partnership/br-update-july-2025/p/7

By rebecca 1st July 2025

Differentiated Business Relief

In this video, Jonathan Gain, Chief Investment Officer and CEO at Stellar Asset Management, discusses differentiated Business Relief (unquoted) offering against the backdrop of changes announced at the 2024 Autumn… Read more Differentiated Business Relief

By rebecca 1st July 2025

June AiM Market Musings from Stephen English, Investment Director

On 19 June 1995, the London Stock Exchange (LSE) quietly launched the Alternative Investment Market (AIM), replacing the previous Unlisted Securities Market that had been in operation since 1980. The… Read more June AiM Market Musings from Stephen English, Investment Director

By rebecca 12th June 2025

May AiM Market Musings from Stephen English, Investment Director

While the British ISA idea was canned last year, the government continues to look at changes to ISAs which could improve returns for savers by channelling investment into productive assets,… Read more May AiM Market Musings from Stephen English, Investment Director

By rebecca 3rd May 2025

April AiM Market Musings from Stephen English, Investment Director

The first quarter was volatile as angst over President Trump’s tariffs rose which had a chilling effect on economic activity and sentiment. Prior to the tariffs being published, this rhetoric… Read more April AiM Market Musings from Stephen English, Investment Director

By rebecca 3rd April 2025

‘Advisers have very tough job’ when it comes to IHT changes

Tara O’Connor Advisers face a “tough job” as they balance changes to inheritance tax with the great wealth transfer, according to Jonathan Gain, CEO of Stellar Asset Management. The chief… Read more ‘Advisers have very tough job’ when it comes to IHT changes

By rebecca 1st April 2025