Investment Week Tax Efficiency Awards 2018/19

Investment Week has named Stellar as a finalist in three categories at this year’s Tax Efficiency Awards

Interest in the tax-efficient sector both at an industry and investor level has never been so high. The sector has come through the recent spate of new rules and regulations and is now looking to a stable future and more opportunities than ever to invest.

Investment Week’s Tax Efficiency Awards are designed to recognise the most successful and forward-thinking providers in the areas of VCTs, EIS and BPR/IHT.

Stellar’s asset-backed portfolios have been nominated for Best IHT Portfolio Service for the third year in a row. ESP Growth Portfolio Service is a discretionary managed service offering a diversified, asset-backed strategy with a 5% annual target return. ESP Income Portfolio Service is a discretionary managed service offering a diversified, asset backed strategy with a regular income stream.

Additionally, ESP AiM Portfolio Service has been nominated for Best AIM IHT Portfolio Service for the third year in a row. ESP AiM is a managed portfolio service investing in 40 AiM quoted companies and with a ten-year performance track record.

For the second year in a row, Stellar has also been nominated for Tax-efficient Group of the Year. This is the most prestigious category and recognises providers who not only create well managed tax-efficient investments but also promote a greater understanding of the sector.

The awards will be judged by a respected panel of advisers and sector watchers. A special awards lunch will take place on Friday 30 November at the Montcalm Marble Arch in London.

Click here for a full list of all the finalists.