Introducing the Stellar Bespoke Inheritance Tax Service

We are pleased to announce the recent launch of the Stellar Bespoke Inheritance Tax Service.

Designed for sophisticated investors who prefer a tailored discretionary investment approach to improve tax-efficiency, the Stellar Bespoke Inheritance Tax (IHT) Service offers investors both flexibility and complete control of their estate and succession plan.  

The Stellar Bespoke IHT Service provides access to a range of qualifying business activities, which seek to qualify for tax benefits including Business Relief, which offers 100% relief from inheritance tax. The service employs a family trading company structure providing family members with the flexibility to allocate assets and capital as required, including multiple companies and multiple share classes. 

One of the distinguishing features of the Stellar Bespoke IHT Service is that, unlike some inheritance tax planning, investors retain ownership and control of, and access to, their capital. 

With the Stellar Bespoke IHT Service funds are invested in a Stellar Bespoke Company that is owned by the investor, and this permits greater control over what it does. The Stellar Bespoke Company invests in Businesses, to enable it to undertake qualifying activities that enable the investor to benefit from Business Relief after two years. 

Choose your strategy

Both the investment strategy and selection can be tailored to suit individual requirements. There are three strategies for investors can choose from and they always have the option to further adapt their strategy if their circumstances change in the future. 

The three strategies are: 

• The Discretionary Strategy – The investor chooses the investment sectors and Stellar selects the underlying investments. This strategy is designed for investors who want to leave a legacy without committing time to sourcing their own investments. 
• The Tailored Strategy – The investor chooses the assets to invest in. Designed for investors who want complete control of their portfolio. 
• The Hybrid Strategy – A blend of both the discretionary and tailored strategies. Designed for investors who are happy for Stellar to choose some investments but also want to add their own choices. 

Find out more

To download the Stellar Bespoke IHT Service brochure, click here.

For further details, please contact our Business Development team on 020 3907 6984 or click here to visit our Stellar Bespoke IHT Service page.

Important Information

Stellar Asset Management Limited does not offer investment or tax advice or make recommendations regarding investments. Prospective investors should ensure that they read the brochure and fully understand the risk factors before making any investment decision. The value of investments and the income from them may fall as well as rise and is not guaranteed. No assurance or guarantee is given that any targeted returns will be achieved. Forecasts of potential future results are not a reliable indicator of actual future results.

Stellar Asset Management Limited
20 Chapel Street
Liverpool
L3 9AG

is authorised and regulated by the Financial Conduct Authority.