The Stellar Income Inheritance Tax (IHT) Service is a discretionary managed portfolio that commits capital to a range of asset-backed trading activities, to qualify for full inheritance tax relief after two years.

All of these trading activities are carefully selected for both their low-risk characteristics and ability to generate a natural yield – and this in turn creates a regular and reliable income stream that is distributed twice a year.

The portfolio has met its annual income target since launch, and investors can elect to re-invest the income distributions and increase their holding. The Stellar Income IHT Service should also generate modest capital growth from its assets.

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Key Features

Tax efficiency

Income

Diversification

Transparency

Control

Legacy planning

Why choose the Stellar Income Inheritance Tax Service?

Simple

The Stellar Income IHT Service is an estate planning service offering relief from inheritance tax after two years.

Diversified

Investing in a diversified range of tangible assets that provide security and also generate a regular income.

Dual benefit

The portfolio service is managed with the objective of providing capital preservation and income. The Stellar Income IHT Service has a net target income of 4.5% per annum and distributes twice a year.

Protected

Investors can protect their legacy from inheritance tax while also enjoying a regular and reliable income stream during their lifetime.

Insurable

Independent two year term policy to cover the qualifying period for Business Relief, through AIG.

Independent inheritance tax liability insurance – two year cover

For clients using Business Relief, AIG offers a term assurance policy which is designed to cover any liability to 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.

Case Studies

To learn more about the Stellar Income Inheritance Tax Service and the different planning options available, please read our Case Studies.

Document Downloads

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Useful Resources

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 the Stellar Income Inheritance Tax Service, please complete the resource request form.

 

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

Stellar Income IHT Service
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The Stellar ESP Income Portfolio Service