RISK WARNING
All VCT, EIS, SEIS, and Business Relief qualifying investments are high risk and are not suitable for most clients. They are illiquid investments and Investors’ capital is at risk.

Stellar Growth IHT Service

Investment Objective

The Stellar Growth Inheritance Tax Service is structured unlike any of the other estate planning portfolios, because investors are put in complete control. The Investment Objective is to provide returns u p to and above the target return of 5%. As well as, to qualify for relief from IHT through obtaining qualification for Business Relief.

On investment, Stellar establish a trading company for each investor – in a name of their choosing – and issue them 100% of the share capital. This capital will be spread across a range of different Investment Sectors, including UK Forests and Farms, Hotels, Bridging Finance, and Residential and Commercial Property Development; making it one of the most diverse services in the market in terms of the range of sectors on offer.

These qualifying business activities are secure, because investors' companies will own both the land and either the crops growing on it, or the bricks and mortar. Where capital is used for short-term lending purposes, such as Bridging Finance or Development Finance, it is secured against assets. Stellar employs specialist asset managers with extensive expertise in each of these sectors – and this careful and efficient management means that Stellar seeks to deliver its target returns, to maximise investment potential.

Stellar continually sources and develops new sectors, to ensure investors can benefit from diversification in areas that provide a high level of security. In addition, the y do not place caps on performance, so investor interests are fully aligned with those of their asset managers.

Exit Strategy

This is an evergreen service.

Fund Manager

Stellar Asset Management Ltd was established in 2007 by former Directors of Close Brothers Investment Limited. Stellar focuses predominantly on BR qualifying investments, and today has approximately £330 million under management, spread across both AIM quoted companies and private businesses operating across a variety of asset-backed sectors. We typically partner with third-party specialist/advisers to assist with the management of underlying assets and investments. Having been in operation for almost 13 years now, Stellar has a growing track of operation, and continues to grow organically in line with its AUM.

Fees

Fee typeFees charged to Investor
(including VAT)
Fees charged to Investee Companies (including VAT)
Initial Fee1.5%n/a
Dealing feen/a1.5%
Annual Feen/a1% +VAT
Performance Feen/a20% of performance above the target
Other Fee Information0.5% +VAT Annual Admin Fee2% exit fee
Kuber Special Arrangements

N/A

For further information please do not hesitate to contact us on:
+44 (0) 20 7952 6685
info@kuberventures.com
www.kuberventures.co.uk

Fund at a glance

Scheme Categorisation

Discretionary Managed Portfolio Service (MPS)

Target Return

£0.05 / 5% p.a net of fees

Scheme Strategy

Generalist growth and BR qualification

Investment Sector

Arable faming, Bridging finance, Commercial forestry, Commercial property development, Hotels, Renewable energy, Residential property development

Target Diversification

N/A

Nominee & Custody Arrangements

Custodian: Woodside Corporate Services Ltd

Receiving Agent: Woodside Corporate Ltd

Services Nominee: WCS Nominees Limited