Introducing the Stellar ITS

We are pleased to introduce the Stellar ITS (Inheritance Tax Service).

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.

Investors and their beneficiaries should benefit from 100% inheritance tax relief – provided that the portfolio is held for a minimum of two years, and at the time of death.

It also provides access to a range of qualifying business activities. These activities offer security and diversification, whilst seeking capital growth. This is in addition to qualifying for Business Relief, a government-approved relief from inheritance tax.

Another distinguishing feature of the Stellar ITS is that investors retain ownership and control of, and access to, their capital.

The Stellar ITS operates across a range of different investment sectors including Commercial Forestry, Hotels and Bridging Finance, as well as Commercial and Residential Property Development. All these qualifying business activities are carefully selected for both their asset backed characteristics and ability to generate capital growth.

Thoughts on the Stellar ITS from our Chief Executive

Speaking on the launch, our Chief Executive Jonathan Gain said “We have made the Stellar ITS available as we recognised that financial advisers would find it a valuable option for their investor clients.

The service offers the convenience of a discretionary portfolio in the investor’s name, which then commits capital to a range of qualifying business activities.

When I founded Stellar in 2007 my objective was to create a range of innovative and flexible inheritance tax services which allow investors to retain full control of, and access to, their capital. Rather than locking capital up in trusts and insurance policies, we give our investors more choice and the opportunity to retain ownership of their capital throughout their lifetime.

Our services help investors to pass on more of their wealth free from inheritance tax. We pride ourselves on our level of knowledge and experience and our track record in developing and managing successful inheritance tax mitigation services.”

For more information about the Stellar ITS, click here to visit our dedicated web page or contact a member of our team today on 020 3907 6984.

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.