Inheritance Tax Mitigation: 100% IHT relief after 2 years via Business Relief–qualifying investments. Discretionary Managed Portfolio: Professionally managed across diversified real assets. Client Ownership: Shares held in nominee accounts—clients retain full beneficial ownership. Investment Strategy Exposure to asset-backed sectors: commercial forestry, hotels, bridging finance, and property development. Focus on capital preservation, low volatility, and steady returns (target 3–4.5% p.a. net of fees). Practical Details Minimum investment: £25,000; no upper limit. Suitable for individuals, trusts, and companies. Option to use a Family Trading Company for enhanced control and legacy planning. Advisor Benefits Clear suitability for estate planning conversations. Transparent fee structure and regular reporting. Backed by Stellar’s track record and £250M+ AUM.

Founded in 2007 by Jonathan Gain to challenge traditional finance. Built on transparency, integrity, and investor-first values. Specialises in tax-efficient investments and estate planning. Manages £250M+ across 70+ projects with 1,500+ investors. Driven by purpose, innovation, and rigorous thinking.

What Is an FTC? A bespoke corporate structure enabling families to invest in qualifying business activities for inheritance tax relief. Designed to hold real assets (e.g. hotels, property, forestry) within a limited company framework. Key Benefits for Clients 100% IHT relief after 2 years via Business Relief. Control and flexibility: clients retain ownership and can appoint directors. Legacy planning: aligns with family values and long-term wealth preservation. Investment Strategy Asset-backed sectors with low volatility and capital preservation focus. Income and growth potential through diversified real asset exposure. Advisor Advantages Ideal for high-net-worth clients seeking structured estate planning. Supports intergenerational wealth transfer with governance and transparency. Enhances your estate planning toolkit with a customisable, tax-efficient solution.