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BR Asset-backed Open
Managed by Stellar Asset Management

Stellar Inheritance Tax Service (ITS) .

The Stellar Inheritance Tax Service (ITS) is a discretionary managed service designed for investors who wish to leave a legacy free from inheritance tax. It provides access to a range of qualifying business activities that offer security and diversification, while seeking capital growth, in addition to qualifying for Business Relief.

The ITS operates across sectors including commercial forestry, hotels, bridging finance and residential and commercial property development. Investors and their beneficiaries can benefit from 100% inheritance tax relief, provided the portfolio is held for a minimum of two years and at the time of death.

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Key facts
  • StatusOpen (Evergreen)
  • Minimum investment£25,000
  • IHT/BR QaulifyingYes
  • Target Annual Return5-6%
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 ITS

  • Discretionary portfolio investing in qualifying business activities
  • Annual target return of 3-4.5%
  • Exposure across Commercial Forestry, Hotels, Bridging Finance, and Property Development
  • Designed to combine capital growth with 100% BR relief after two years
  • Minimum subscription of £25,000, with no upper limit
  • Investors retain beneficial ownership and control via nominee arrangements

Source: All data from Stellar as at 31/12/202.

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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
IHT/BR Qualifying
Yes
Minimum Investment
£25,000
Initial Fee
Nil
Dealing Fee
1%
Management Fee
0.5% plus VAT, subject to investors achieving a minimum performance of 3.5% per annum
Service Fee
1.5% 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 Stelar against other options in the BR/IHT matrix.

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