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.
13th 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.
13th May 2025
Legacy planning for a trading business
Mr Thompson invested cash from his trading business to provide relief from inheritance tax (IHT).
13th 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.
13th May 2025
Our Assets
View an asset map of our live and sold investments
13th May 2025
Combining Business Relief and Trusts for Estate Planning
Richard and Jennifer invested in Business Relief qualifying assets. After two years they can decide whether to transfer to atrust without paying a 20% chargeable lifetime transfer (CLT).
13th May 2025
Why our Family Trading Companies Service is different
Learn how our Family Trading Companies Service differs
13th May 2025
Asset Backed Sustainability Spotlight – April 2025
We recognise the importance of our position as stewards of clients’ capital. As owners of each business within our AB Services, we also recognise that we have both the direct opportunity and responsibility to drive improvements for the betterment of the environment and wider stakeholders without compromising.
13th May 2025