Financial Adviser Website Terms
This section of our website is only for UK regulated financial advisers, wealth managers and others regulated by the Financial Conduct Authority.
Please read our website terms and conditions and if you are a private investor please make your way to the investor section instead.
We don’t offer investment advice, tax advice or any other kind of advice. Our products and services are only available to UK residents.
The investments referred to on this website may not be suitable for all investors. Stellar does not provide advice and nothing on this website should be construed as investment or tax advice. The information which appears on our website is for general information purposes only and does not constitute specific advice. Neither does it constitute a solicitation, offer or recommendation to invest in, or dispose of, any investment that is mentioned on this website. If you are in any doubt as to the suitability of an investment, you should seek independent financial advice.
Stellar has taken all reasonable care to ensure that all the facts stated in this website are true and accurate in all material respects, and that there are no other material facts or opinions which have been omitted where the omission of such would render this website misleading.
The value of investments can go down as well as up. Past performance is not necessarily a guide to future performance. There are significant risks associated with an investment in any of the products featured on our website.
Investment in any of these products is available only to investors who are able to understand the risks involved and accept those risks, which may include substantial or complete loss of their investment. Certain products may constitute unregulated collective investment schemes which may not be marketed to the general public. Each of the products or services offered has specific risks associated with them and you should refer to the Information Memorandum and/or Product Literature for full information.
The contents of this website have been issued and approved for the purposes of section 21 of the Financial Services and Markets Act 2000 by Stellar, which is authorised and regulated in the UK by the Financial Conduct Authority with a Firm Reference Number of 474710.
The information on this website is directed at United Kingdom residents only and residents of any other jurisdiction should not access this website. Your use of the website will be subject to the terms and conditions and by using this website you agree to be bound by the terms and conditions.
Stellar Asset Management does not provide financial or taxation advice and you should always consult a financial expert or taxation specialist in order to fully understand the possible consequences of investment in a Stellar product or service. The current levels of taxation and tax reliefs may change in the future.
Investments in unquoted and AIM-quoted companies tend to carry a higher risk than investments in most securities listed on the Main Market of the London Stock Exchange and may be more difficult to sell. The inheritance tax relief applies to holdings in qualifying unquoted and AIM-quoted companies if they have been held for more than two years at the time of death and is based on current tax rules and regulations. Money that is withdrawn from qualifying holdings, or that has not been invested in qualifying unquoted or AIM-quoted companies for at least two years, will not generally be exempt from UK inheritance tax. We will invest in companies that we reasonably believe to be qualifying investments based on our understanding of HMRC’s current interpretation of the rules and regulations, but we cannot guarantee this, nor can we guarantee that any changes in legislation will not have a retrospective effect. Please remember that tax rules and regulations are subject to change and depend on personal circumstances.