The tangible assets behind IHT Services

About this event

Business Relief is a piece of long standing legislation with a wide application to trading businesses.

However, those seeking to utilise the relief almost always have one thing in common.

Whether they have to change to support complex family dynamics, a keen interest in socially responsible investing or the want to avoid additional taxes such as CGT, the desire to minimise risk is a common thread.

A diverse portfolio is one of the most effective ways to provide the necessary security without compromising growth.

Join our team as they take you behind the scenes of the wide range of business activities that power our Business Relief qualifying services and explore the benefits this diversification offers for both you and your clients.

Risks to consider

  • Investing in inheritance tax services carries risks and is not suitable for everyone. Investors should be comfortable with taking on these risks and we recommend that they seek financial advice before they put their money into an inheritance tax service.
  • The value of an investor’s investment, and any income from it, can go down as well as up. Investors cannot rely on the past performance of a service to judge how successful it will be in the future.
  • Business Relief is based on personal circumstances, is not guaranteed, and the Government could change the rules in the future.

Stellar Asset Management Limited is authorised and regulated by the Financial Conduct Authority under FCA number 474710. Registered in England and Wales No. 06381679. Registered Office: 20 Chapel Street, Liverpool, L3 9AG