We would like to introduce you to Stellar Asset Management, the estate & succession planning specialist.
Stellar was founded by Jonathan Gain just over a decade ago to offer real choiceto investors when considering inheritance tax planning options.
Investors can choose to invest in equities or physical assets, for growth or income - and they can insure their capital from the start.
Although each of Stellar’s services meets a different requirement, all are transparent, capable of generating uncapped returns and can be insured from day one.
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AiM IHT Portfolio
« 40 AiM listed companies « Well diversified portfolio « Nine-year performance history « Available on wrap platforms
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AiM IHT ISA
« 40 AiM listed companies « Well diversified portfolio « Nine-year performance history « Available in an ISA & on wrap platforms
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Succession
« Grow your capital « Invests in securitised tangible assets « Access to seven trading activities « Net target return of 5% p.a.
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Estate Planning Service
« Generate a natural income « Invests in securitised tangible assets « Access to three trading activities « Net target income of 4.5% p.a.
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Investment Protection
Investors can choose to protect their investment from day one with Stellar’s loss in value insurance, providing real peace of mind that their legacy is protected.
Stellar are the only provider to offer a comprehensive insurance policy alongside all their services.
Stellar will be sharing documents from their adviser education toolkit with the Adviser Home community over the coming weeks, including placemats, guides and case studies – so watch this space!
More details and contact
For more details about Stellar and contact details, please click here.
