Investors no longer need to wait seven years for inheritance tax relief, using traditional trusts or gifts. Instead, they can retain control of their assets and achieve full relief after two years – through our carefully constructed portfolios, which have been created specifically for this purpose.

We exclusively invest in activities that qualify for Business Relief. Our Inheritance Tax (IHT) Services are designed to provide inheritance tax freedom for individuals and business owners, and to create a legacy for the next generation.

What makes us different?

Choice of investment strategies

Focused on wealth preservation

Highly diversified investment options

Transparency is of paramount importance

Bespoke to investors' specifications

Investors can leave a growing legacy

Wealth preservation is at the forefront of our investment philosophy. Whether capital is invested within an AiM portfolio, an ISA or one of our asset-backed portfolios, investors can have the peace of mind they will be minimising their investment risk.

A key advantage of our services is that investors keep control of, and have access to, their capital throughout their lifetime. And after two years, their capital should qualify for Business Relief and therefore be free from inheritance tax.

Key Benefits

  • Low, transparent fees
  • Highly diversified portfolios
  • Uncapped returns
  • Wide investment platform availability
  • AiM portfolio that can be held in an ISA
  • Asset-backed Income and Growth portfolio services

The Inheritance Economy

Our Inheritance Tax Services

We offer a variety of managed portfolio services which focus on wealth preservation and seek to provide inheritance tax relief after two years.

Stellar AiM IHT Service
A discretionary managed portfolio that mitigates risk through a diversified selection of 40 AiM stocks. This service is available for advised clients, on many of the UK’s largest wrap platforms.

Stellar AiM ISA IHT Service
The Stellar AiM IHT is also available for investment via an ISA, which enables investors to benefit from both Business Relief qualification and all ISA tax benefits. This service is also available on various wrap platforms.

Stellar Income IHT Service
An asset-backed discretionary portfolio targeting a 4.5% income per annum, without reducing the capital – distributed bi-annually as a dividend.

Stellar Growth IHT Service
This fully-managed service involves the creation of a privately owned limited company for each investor, to access a portfolio of asset-backed Investment Sectors, which target 5% growth per annum.

Stellar Business Service
A bespoke service which provides numerous succession planning and tax efficiency options for business owners – either following the sale of a company, or to invest excess company capital to maintain tax efficiency.

Stellar Bespoke Service
With a £1m minimum investment, this bespoke service is designed for high net worth and/or experienced investors, and offers complete investment choice and flexibility. This service is available on request.

Our Investment Approach

Our services have been designed to ensure that investors can protect their estate from inheritance tax after two years, enabling them to create and pass on a tax free legacy. At the same time, they can grow and protect their capital, while also keeping control of and having access to it. This is the cornerstone of our approach to investment management.

This provides the flexibility to tailor investment choices, and invest with confidence. All our investment activities are UK-based and are designed to provide investors with full relief from inheritance tax after two years.

This investment methodology involves working in partnership with experienced sector specialists in each of these areas – to ensure we can provide high calibre opportunities that not only that meet our investment mandate, but can also deliver tangible returns for investors.

Learn more about our Investment Sectors.

 

Investing in Inheritance Tax Services carries risks and is not suitable for everyone, click here for more information on the Risks of Investing.