The Stellar AiM Inheritance Tax (IHT) Service is a simple estate planning solution. Capital is typically invested in a diversified portfolio of 40 companies which are quoted on the Alternative Investment Market (AiM). After two years the value of the portfolio qualifies for full relief from inheritance tax.
Also available via some of the UK’s largest wrap platforms including Transact and Standard Life.
This service can also be held in an ISA, so investors keep their existing ISA benefits while also protecting their capital from inheritance tax. This can help them create a wholly tax-efficient portfolio, which is also free from income tax and capital gains tax.
Transferring existing ISA investments is a simple way to improve tax efficiency, as investors retain income and capital gains tax relief, but benefit from inheritance tax relief as well.View our recent performance
Relief from IHT after two years
10 year growth track record
Available on wrap platforms
Diversifications and low concentration
Why choose the Stellar AiM Inheritance Tax Service?
The Stellar AiM IHT Service is a straightforward estate planning solution, offering relief from inheritance tax after two years.
The Stellar AiM IHT Service has a long established track record, and has consistently out-performed the market.
The portfolio is managed with the objective of providing capital preservation and growth, and its diversification mitigates stock-specific risk.
The portfolio is available on wrap platforms, and also offers a tax efficient way to consolidate other investments.
Investors will invest in a diversified portfolio of 40 companies which are quoted on AiM.
Independent two year term policy to cover the qualifying period for Business Relief, through AIG.
Independent inheritance tax liability insurance – two year cover
For investors using Business Relief, AIG offers a term assurance policy which is designed to cover any liability for inheritance tax in the first two years of their planning.
This independent term assurance policy allows for single life and joint life second death, and can provide cover to complement our estate planning services, as well as other inheritance tax liabilities.
To find out more about this policy, please visit AIG’s website.
Please note, advisers will need to register with AIG before recommending to an investor.
To learn more about the Stellar AiM Inheritance Tax Service and the different planning options available, please read our Case Studies.
- Retain full control of capital
- Relief from inheritance tax after two years
- On-demand valuations
- Low and transparent fee structure
- Full MIFID II compliance
- Available directly or via major wrap platforms
- Can be held in an ISA or SIPP
- Suitable for ISA transfers
- Suitable for APS transfers
We have a range of useful information to support investors and advisers:
- Guides, case studies and infographics to help investors understand the importance of estate and succession planning
- Due diligence reports, independent research and suitability letters to assist advisers in providing accurate information
To request further information on our Stellar AiM Inheritance Tax Service, please complete the resource request form.
Investing in Inheritance Tax Services carries risks and is not suitable for everyone, read more.