Building a growing legacy for loved ones
Meet Claudia and Cleo who want to protect their estate from IHT to leave a growing legacy for those they love
15th May 2025
Our Asset-backed Philosophy
Our Asset-backed Philosophy authored by Jonathan Gain, CEO
15th May 2025
Legacy planning on the sale of a business
Mr Greencoat invested the proceeds from the sale of his business to protect the capital from inheritance tax and defer the Capital Gains Tax.
15th May 2025
Growth IHT Service Factsheet Q4 2024
The performance for partnerships held within our Personal Trading Company Services is reviewed against our 5% target upon exit.
15th May 2025
Growth IHT Service Factsheet Q1 2025
The performance for partnerships held within our Personal Trading Company Services is reviewed against our 5% target upon exit.
15th May 2025
Consumer Duty Service Guide for distributors – Family Trading Companies
This guide is designed to provide all the appropriate information to IFAs to enable them to comply with their obligations within the scope of Consumer Duty.
15th May 2025
Legacy planning for a trading business
Mr Thompson invested cash from his trading business to provide relief from inheritance tax (IHT).
15th May 2025
Stellar Family Trading Companies – ESG Policy
At Stellar Asset Management (“Stellar”), we are committed to integrating Sustainability and Environmental, Social and Governance (“ESG”) considerations across all aspects of our business.
15th May 2025
Our Assets
View an asset map of our live and sold investments
15th May 2025