Residential Property Incorporation for IHT | Part Two

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About This Event

This event has been designed for financial advisers whose clients hold either an incorporated or an unincorporated property investment portfolio and who are seeking to reduce their exposure to Income, Capital Gains (CGT) and Inheritance Tax (IHT).

In this webinar, we will be covering the following themes:

  • Background to the process
  • Relevant legislation
  • What constitutes a business
  • New incorporations both when the portfolio is managed as a business or when it is not
  • What options are available once incorporated
  • Interplay with Business Relief
    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.

Speaker Information

Matthew Steiner

Matthew 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.

Mark Mariou

Founder and director of Inheritance Solutions UK, Mark has over 15 years of experience in professional services most of which has been in partner and director roles.

Mark’s role at Inheritance Solutions UK is to solve tax problems around individuals personal estates and ensure their affairs are structured in a way to make them as tax efficient as possible for the next generation. Mark has a wealth of experience of working with professional Land Lords and looking at ways of restructuring their privately held portfolios to ensure maximum tax efficiency.