Stellar Asset Management

Stellar Asset Management


Manager Summary

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 Click here to view the Stellar AiM Portfolio Service.

Contact Details

Kendal House, 1 Conduit Street, Mayfair, London, W1S 2XA.

020 3195 3500



Open Investments

News & Updates

  • Stellar Asset Management, an inheritance tax mitigation and estate planning specialist, has expanded its service offering with the addition of the Stell read more

  • An update to ISA rules, which came into effect in April 2018, has the capacity to save your clients thousands of pounds. Additional Permitted Subscription al read more

  • A growing proportion of the population is finding that unless they take appropriate action, Inheritance Tax (IHT) will reduce the financial legacy they leave fo read more

  • Have you considered using the £5,000 tax-free dividend allowance to provide your clients with a tax-free income stream? Changes to pension rules and rising read more

  • ESP Growth Portfolio Service has completed a £3.5 million transaction to develop a residential development in Great Oakley, Essex. The new partnership will read more

  • Stellar Asset Management has undertaken a joint venture partnership with Heyford Homes, which is part of the Cannock Group of companies, to fund the acquisition read more

  • We woke up to a profit warning from ASOS and knew that it wouldn’t take long for the share price to react. It is currently down circa 40%. We wanted to tak read more

  • On behalf of Stellar Asset Management Limited, JLL has advised on the successful sale of the internationally branded ibis Dublin Hotel, located just off the Red read more

  • Stellar is pleased to announce a new joint venture with easyCoffee, the UK’s only value coffee chain and part of the ‘easy’ family of brands that includes read more

  • Stellar is pleased to announce the successful acquisition of the Holiday Inn Express Strathclyde on behalf of its ESP Growth Portfolio Service investors. Ori read more

  • GrowthInvest have broadened their platform with IHT offerings now available, including Stellar Asset Management's 3 offerings: ESP AiM Portfolio Service, ESP Gr read more

  • GrowthInvest have broadened their platform with IHT offerings now available, including Stellar Asset Management's 3 offerings: ESP AiM Portfolio Service, ESP Gr read more

Tweets by ‎@Stellar_ESP


Head Office
25 Copthall Ave, 4th Floor,
London EC2R 7BP

020 7071 3945