Our Investment Sector Expertise

We choose to invest in a diverse range of qualifying business activities, all of which are underpinned by physical assets.

All of the trading activities offered through our Stellar Inheritance Tax solutions are carefully selected, to ensure that they:

• Qualify for Business Relief, and therefore full inheritance tax relief, after two years.
• Are asset-backed to offer a high level of security.
• Are uncorrelated to equities, gilts and bonds to provide investment diversification.
• Can provide a return, after fees, of up to 5% per annum over the medium term.

Capital preservation is the focal point of our Inheritance Tax investments, because we believe this helps to reduce risk.

These qualifying business activities are secure, because investors own both the land and either the crops growing on it, or the bricks and mortar. Where capital is used for short term lending purposes, such as bridging finance or development finance, it is secured against assets.

Stellar employs specialist asset managers with extensive expertise in each of these sectors – and this careful and efficient management means that we seek to deliver our target returns, to maximise investment potential.

We continually source and develop new sectors, so that investors benefit from diversification in areas that provide a high level of security. In addition, we do not place caps on performance, so the interests of investors are fully aligned with those of our asset managers.