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Stellar Asset Management launches Stellar ITS Service


Stellar Asset Management, an inheritance tax mitigation and estate planning specialist, has expanded its service offering with the addition of the Stellar ITS (Inheritance Tax Service), a discretionary managed service which is designed for investors who wish to leave a legacy that is free from inheritance tax. 

Investors and their beneficiaries should benefit from 100 per cent inheritance tax relief – provided that the portfolio is held for a minimum of two years, and at the time of death. It also provides access to a range of qualifying business activities that offer security and diversification, whilst seeking capital growth, in addition to qualifying for Business Relief, a government-approved relief from inheritance tax. Another distinguishing feature of the Stellar ITS is that investors retain ownership and control of, and access to, their capital.

The Stellar ITS operates across a range of different investment sectors including Commercial Forestry, Hotels and Bridging Finance, as well as Commercial and Residential Property Development. All these qualifying business activities are carefully selected for both their asset backed characteristics and ability to generate capital growth.

Jonathan Gain, Chief Executive of Stellar, says: “I am delighted to announce that we have now added the Stellar ITS Service to our offering. We have made the Stellar ITS available as we recognised that financial advisers would find it a valuable option for their investor clients. The service offers the convenience of a discretionary portfolio in the investor’s name, which then invests in a range of qualifying business activities through IHT Companies.

“When I founded Stellar in 2007 my objective was to create a wide range of innovative and flexible inheritance tax services which allow investors to retain full control of, and access to, their capital. Rather than locking capital up in trusts and insurance policies, we give our investors more choice and the opportunity to retain ownership of their capital throughout their lifetime. 

“Our services help investors to pass on more of their wealth free from inheritance tax. We pride ourselves on our level of knowledge and experience and our track record in developing and managing successful inheritance tax mitigation services.”

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