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
020 7071 3945