The Power of Diversification

About This Event

Golf courses. Forests. Residential properties.

These assets do not have much in common with one another.

That is what makes them ideal cornerstones of an estate planning portfolio.

By investing in a portfolio of non-correlated assets, investors have confidence that their legacy can continue to grow even in turbulent times.

Join our team for this in-principle CPD activity as they explore the range of opportunities available for clients across a range of business activities. They will also outline how an ESG conscious mindset is crucial for success in these vastly different sectors.

Risks to consider

  • Investing in inheritance tax services carries risks and is not suitable for everyone. Investors should be comfortable with taking on these risks and we recommend that they seek financial advice before they put their money into an inheritance tax service.
  • The value of an investor’s investment, and any income from it, can go down as well as up. Investors cannot rely on the past performance of a service to judge how successful it will be in the future.
  • Business Relief is based on personal circumstances, is not guaranteed, and the Government could change the rules in the future.

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: Kendal House, 1 Conduit Street, London W1S 2XA.