Why advisers work with Stellar
For more than 30 years, advisers have trusted Stellar to help their clients protect and pass on wealth through Business Relief. We exist to make that decision an easy one: clear solutions, dependable qualification, and a team that understands the weight an adviser carries when they put their name to a recommendation.
We work alongside you, not around you. Our role is to give you the clarity to introduce Business Relief confidently, the evidence to satisfy compliance, and the support to progress a case without it becoming a drain on your time. From a first AIM portfolio through to bespoke structuring for complex estates, the same principles hold throughout: transparency in how we invest, capital your clients continue to own and access, and solutions underpinned by genuine, asset-backed businesses rather than financial engineering.
Founded in 2007 on the belief that investors deserve a fairer deal, Stellar has grown into one of the more established names in the Business Relief market while keeping that founding principle intact. When you work with Stellar, you are working with a firm that treats your clients’ legacies with the same seriousness you do.
Our track record
Stellar has supported advisers and their clients through Business Relief and estate planning since 2007. In that time we have built something advisers can point to with confidence: a long, consistent history of investments qualifying for Business Relief at the point they were needed, delivered through AIM portfolios and through real, asset-backed businesses our team owns, manages and improves directly.
That track record matters most at the moment of greatest scrutiny. When a client’s estate is being assessed, qualification is not a hope, it is the outcome of how we structure and manage every investment from day one. It is why advisers who start with a single case so often return with their next.
Stellar Asset Management Limited
Prompt email response
Prompt email response which solved problem
Prompt and responsive
Prompt, responsive and courteous help
Excellent service
Excellent service. Good communication and immediate action
Stellar Asset Management in Numbers
Learn more about us
70+
£250m
1500+
22
Our Commitment to You
At Stellar Asset Management, our commitment to you is built on integrity, transparency, and a deep understanding of estate planning. We work closely with advisers to help clients protect and grow their wealth, offering tax-efficient solutions backed by over 30 years of experience. We’re here to support your legacy, delivering exceptional service and long-term value for future generations.