Business Relief Strategies: Golf and Hotel Business Activities
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About This Event
The webinar will provide an opportunity to learn more about our golf and hotel business activities.
You will hear from the Stellar investment team and the asset managers who will cover:
- The opportunities available
- Due diligence and acquisition process
- The strategies that are employed to enhance value
- The risks and how these are mitigated
- Disposal and return of capital
- Case studies
About Stellar Asset Management
Our services seek to provide relief from inheritance tax after two years, whilst allowing investors to maintain control over their capital.
Wealth preservation is at the forefront of our investment philosophy. We specialise in services that provide diversification and create a robust legacy for future generations.
Our Partner programme comprises organisations that focus on estate planning, including legal, tax advisory and trustee services. Together, we enable financial advisers to deliver a comprehensive intergenerational service to their clients.
Jonathan is Stellar’s Founder and Chief Executive and he has been involved in financial services since 1993 when he graduated from Bournemouth University with a BA (Hons) in Accountancy. He joined the then newly formed Close Brothers Investment Limited in 1993 and was appointed Finance Director just five years later in 1998. In his role he was responsible for overseeing its property investment funds and numerous tax planning products, before becoming Managing Director in 2005.
When he left to set up Stellar, it had approximately £1 billion of funds under management. Drawing on his wide-ranging experience, Jonathan established Stellar Asset Management in 2007 along with the former founder of Close Brothers Investment Limited and two other colleagues. Jonathan remains the majority shareholder.
David is Stellar’s Investment Manager and is a graduate from The University of Nottingham with a BA (Hons) in History.
Having developed a keen interest in tax-efficient investments whilst working at a tax consultancy, David joined Stellar’s investment team in June 2019.
David holds the CFA UK IMC qualification and is currently studying towards the CAIA charter.
Matthew is Stellar’s Corporate Director and he has worked in the financial services industry since he graduated from Kingston University in 1997. Initially training and qualifying as a financial adviser, he joined Close Brothers Investment Limited in 2000 in the property investment team, where he gained his knowledge of physical assets and tax-advantaged products.
In 2012, he joined Stellar as a director and shareholder – and since then, has been instrumental in developing its range of Business Relief qualifying, Inheritance Tax Planning Services. In 2019, he launched Stellar’s award-winning Partner Services programme, which brings together expertise from across the estate planning industry, to provide financial advisers, individuals and businesses with the resources to produce robust tax and estate planning strategies.