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 Income IHT Service

Investment Objective

The Stellar Income Inheritance Tax Service is a discretionary managed service which is designed for investors who wish to leave a legacy that is free from inheritance tax. It provides access to a range of qualifying business activitiesthat offer security and diversification, whilst seeking an income yield, in addition to qualifying for Business Relief. All of these qualifying business activities are carefully selected for both their low-risk characteristics and ability to generate a natural yield – and this in turn should create a regular and reliable income stream, which is distributed twice a year.

The Stellar Income Inheritance Tax Service operates across a range of different investment sectors including Hotels, Bridging Finance and Development Finance. Investors and their beneficiaries should benefit from 100% inheritance tax relief - provided that the portfolio is held for a minimum of two years, and at the time of death. This is one of, if not the only, naturally yielding services in the market, making it a perfect choice for investors looking to generate an additional source of income pre or post-retirement.

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 Informationn/a0.5% Annual Admin 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

£0.045 / 4.5% p.a net of fees. Distributed bi-annually as a dividend.

Scheme Strategy

Investing in a diversified range of tangible assets that provide security and also generate a regular income.

Investment Sector

Property and Lending, Hotels, Renewable Energy, Bridging Finance and Development Finance

Target Diversification

N/A

Nominee & Custody Arrangements

Custodian: Woodside Corporate Services Ltd

Receiving Agent: Woodside Corporate Services Ltd
Nominee: WCS Nominees Limited