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.
This is an evergreen service.
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.
Fee type | Fees charged to Investor (including VAT) | Fees charged to Investee Companies (including VAT) |
---|---|---|
Initial Fee | 1.5% | n/a |
Dealing fee | n/a | 1.5% |
Annual Fee | n/a | 1% +VAT |
Performance Fee | n/a | 20% of performance above the target |
Other Fee Information | 0.5% +VAT Annual Admin Fee | 2% exit fee |
N/A
Discretionary Managed Portfolio Service (MPS)
£0.05 / 5% p.a net of fees
Generalist growth and BR qualification
Arable faming, Bridging finance, Commercial forestry, Commercial property development, Hotels, Renewable energy, Residential property development
N/A
Custodian: Woodside Corporate Services Ltd
Receiving Agent: Woodside Corporate Ltd
Services Nominee: WCS Nominees Limited
An investor qualifies as an High Net Worth investor if they have
(a) An annual income to the value of £100,000 or more;
(b) Net assets to the value of £250,000 or more. Net assets for these purposes do not include:
(i) the property which is their primary residence or any loan secured on that residence;
(ii) any rights under a qualifying contract of insurance within the meaning of the Financial
Services and Markets Act 2000 (Regulated Activities) Order 2001; or
(iii) any benefits (in the form of pensions or otherwise) which are payable on the termination of their service or death or retirement and to which they are or (or their dependants are), or may be, entitled.
An investor qualifies as ar Self-Certified Sophisticated Investor if at least one of the following applies:
a) they are a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below
b) they have made more than one investment in an unlisted company in the two years prior to the date below
c) they are working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium sized enterprises
d) they are currently, or have been in the two years prior to the date, below a director of a company with an annual turnover of at least £1 million