Stellar's chairman and CEO have been at the forefront of tax-efficient investment in the UK since the early 1990s when they first established Close Brothers Investment Limited. They quickly became market leaders in the creation and promotion of tax planning products designed for investors seeking income and capital gains tax relief.
These early products qualified for government-backed reliefs under Business Expansion Scheme and Enterprise Zone Trust legislation, and investors' capital was used to finance the development of property-backed ventures across the UK.
They were responsible for raising and committing over £1.5bn of private investors' capital which firmly established them as market leaders in this sector.
Stellar is an independent firm, wholly owned by their directors and staff, and they have been helping clients plan to mitigate inheritance tax for over a decade.
They are solely focused on estate and succession planning and their clients include individuals, trustees, business owners and those with lasting powers of attorney.
They offer a range of services tailored for different objectives and you can choose to invest in equities or physical assets, such as forests, farms and residential property.
No matter which service you choose, their fundamental commitment is, and always will be, capital preservation. They then seek to achieve cautious growth which can be distributed or reinvested to fit your requirements.
The key features of their estate and succession planning services are:
* You continue to own and have access to your capital
* The services offer medium term capital growth potential
* Your capital can be insured to protect against any loss of value
Stellar AiM is a discretionary managed portfolio service (MPS), which qualifies for Business Relief and offers full relief from inheritance tax after two years. The portfolio contains 40 AiM quoted companies and this diversification mitigates stock-specific risk to lower investment volatility, with the objective of providing both capital preservation and growth.
Stellar Growth is a discretionary managed portfolio service, designed to offer full relief from inheritance tax after two years with capital growth. Stellar Growth provides access to a wide choice of business activities that offer both security and diversification as well as qualifying for Business Relief. Stellar Growth offers access to seven trading areas and your capital will be spread across a blend of these.
Stellar Income is a discretionary managed portfolio that commits capital to a range of asset-backed qualifying business activities. Business Relief qualification provides investors with full inheritance tax relief after two years. The business activities are selected for their low-risk characteristics and ability to generate a yield. This yield in turn could create a regular and reliable income stream that is distributed to investors twice a year.
25 Copthall Ave, 4th Floor,
London EC2R 7BP
Sales and Distribution LGBR Capital
Candlewick House, 4th Floor,
120 Cannon Street, London EC4N 6AS
020 7071 3945