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BR Asset-backed Open
Managed by Stellar Asset Management

Stellar Family Trading Company (FTC) .

The Stellar Family Trading Company (FTC) is a bespoke planning structure designed to provide clarity and control over clients’ legacy, while qualifying for up to 100% Business Relief after two years.

Each client owns and controls their own trading company that invests into real, trading businesses and tangible assets such as hotels, commercial property and forestry.

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Key facts
  • StatusOpen (Evergreen)
  • Minimum investment£250,000
  • IHT/BR QaulifyingYes
  • Portfolio OptionsBespoke
Overview Terms & Fees Documents
i. Overview

About Stellar Asset Management

Stellar Asset Management is a specialist Business Relief and Inheritance Tax investment manager, focused on real assets and trading businesses.

  • BR and IHT specialist with track record of outperformance
  • Predominantly equity investors, not lenders
  • Provide active management of real assets and businesses

Key features of Stellar FTC

  • Investors own and control 100% of their individual FTC
  • Ability to top up capital without restarting the two-year BR clock
  • All assets 100% owned by Stellar and JV partners for full project autonomy
  • Low-cost structure with uncapped return potential
  • Client influence over asset allocation or fully bespoke arrangements
  • Ability to create multiple FTCs for multiple beneficiaries, enabling clear and uncomplicated wealth transfer on death
  • Minimum subscription of £250,000 with no upper limit

Source: All data from Stellar as at 31/12/2025.

Have a client question?

Our team can help with product information, availability and how Stellar sits alongside other BR products in your matrix.

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ii. Terms & fees

Information table.

Target Offer Size
Evergreen
Portfolio Options
Bespoke
IHT/BR Qualifying
Yes
Minimum Investment
£250,000
Initial Set-up Fee
1%
AMC
1% plus VAT
Annual Administration Fee
0.5% plus VAT
v. Documents & downloads

Adviser materials.

Discussing Stellar with a client?

Our team can provide adviser materials, up-to-date fund status and help you compare Stellar against other options in the BR/IHT matrix.

Contact the team →