Our Investment Sector Expertise
We choose to invest in a diverse range of qualifying business activities, all of which are underpinned by physical assets.
All of the trading activities offered through our Stellar Inheritance Tax solutions are carefully selected, to ensure that they:
- Qualify for Business Relief, and therefore full inheritance tax relief, after two years.
- Are asset-backed to offer a high level of security.
- Are uncorrelated to equities, gilts and bonds to provide investment diversification.
- Can provide a return, after fees, of up to 5% per annum over the medium term.
Capital preservation is the focal point of our Inheritance Tax investments, because we believe this helps to reduce risk.
These qualifying business activities are secure, because investors own both the land and either the crops growing on it, or the bricks and mortar. Where capital is used for short term lending purposes, such as bridging finance or development finance, it is secured against assets.
Stellar employs specialist asset managers with extensive expertise in each of these sectors – and this careful and efficient management means that we seek to deliver our target returns, to maximise investment potential.
We continually source and develop new sectors, so that investors benefit from diversification in areas that provide a high level of security. In addition, we do not place caps on performance, so the interests of investors are fully aligned with those of our asset managers.
Our Business Activities
Offering stable and predictable returns – with all timber sales free from capital gains and income tax.
Commercial Property Development
Acquiring opportunities to develop land for commercial use – underpinned by a freehold or long leasehold.
Owning and operating hotels across the UK, to deliver a regular source of annual income and capital growth.
Supplying a stable and predictable income – underpinned by the subsidies provided by the Government.
Benefits of Qualifying Business Activities
Read more about our range of Inheritance Tax Services
Stellar Bespoke IHT Service
Designed for sophisticated investors who prefer a tailored discretionary investment approach to improve tax-efficiency.
Stellar Business IHT Service
A discretionary managed 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.