The Stellar ITS Brochure
The Stellar ITS is a discretionary managed service which is designed for investors who wish to leave a legacy that is free from inheritance tax.
15th May 2025
The Stellar ITS Advised Application Form
15th May 2025
The Stellar ITS – Trust Application Form
15th May 2025
The Stellar ITS Suitability Questionnaire
15th May 2025
Consumer Duty Service Guide for distributors – The Stellar ITS
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
The Stellar ITS Q1 2025 Performance Factsheet
The Stellar ITS generated an annualised return of 3.47% in the three months to 31 March 2025 which is in line with target expectations.
15th May 2025
The Stellar ITS Terms and Service Agreement
Any individual who is in any doubt about investing in The Stellar ITS should consult an authorised person or an appropriately qualified taxation adviser.
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