Stellar Asset Management, the leading provider of inheritance tax services, have taken the decision to remove initial fees from many of their services.
As a business, their vision is to provide advisers and their clients truly transparent estate planning services.
Stellar believe that investments in the unlisted world should seek to operate much closer to their listed peers.
They feel that this change is inevitable and are proud to take the lead.
For too long investors in this area have suffered from higher charges than listed funds without the benefit of performance.
All of Stellar’s services offer clear and fair charges to deliver an outcome for investors with the following attributes:
- Uncapped upside
- The most diverse range of qualifying business activities
- Full control over their investments
- Good risk-adjusted returns
Which services no longer require initial fees?
Stellar ITS | For individuals
Minimum investment – £25,000
A discretionary managed service designed for investors who wish to leave a legacy that is free from inheritance tax.
Stellar AiM IHT Service | Using the alternative investment market
Minimum investment – ISA £20,000 | GIA £40,000
Accessible on many of the UK’s largest wrap platforms, this service seeks to mitigate risk through a diversified selection of between 25 and 40 AiM stocks.
Stellar Growth IHT Service | Using private trading companies
Minimum investment – £250,000
Through the creation of privately owned companies, clients can access a range of qualifying business activities that offer security and diversification whilst also seeking capital growth.
Please note, the removal of initial fees does not apply to non-advised clients.
How to benefit from the removal of initial fees
If you or your clients want to know more about the wide range of innovative estate planning solutions available using business relief, please contact a member of the Stellar team at firstname.lastname@example.org or call 020 3195 3500.