What is the most rewarding aspect of your role?
Working with advisers and encouraging those who haven’t been active in this space before has been a big part of my role. Bringing advisers together with the other professional services to encourage a more holistic approach to planning; and seeing the business development opportunities that result, has been the most rewarding aspect of my role to date.
What is the most challenging aspect of your role?
Lack of awareness of the planning opportunities that Business Relief qualifying services present for clients, has certainly been a challenge. Finding the right medium to engage with advisers has been another.
"We believe our range of services allow advisers to treat each client uniquely and tailor their recommendations specifically to meet their needs."
What makes your firm stand out?
Choice for the client and the adviser is what makes us stand out. Stellar is unique in that our Inheritance Tax Services allow a client’s specific needs to be matched. Clients can get relief from Inheritance Tax (after 2 years) by investing into a diverse range of land or property backed investments that offer high levels of security and provide a regular income or un-capped capital growth.
They can invest into our AiM portfolio which also provides relief from Inheritance Tax (after 2 years) directly, through their ISA or via numerous wrap, or investor, platforms.
Business owners have a tailored service which allows them to benefit from tax efficiency within their business and after a sale, and we also offer a bespoke service for High net worth and sophisticated investors.
We believe our range of services allow advisers to treat each client uniquely and tailor their recommendations specifically to meet their needs.
What is the one thing that you would like advisers/investors to know about your firm?
What recent investment opportunity has caught your eye and why?
We have recently invested into the UK care home sector. We believe that this (BR qualifying) sector has significant potential for investors to acquire stable (income producing) businesses with the opportunity for capital enhancement using active management techniques.
What character trait helps you succeed in your role?
Honesty, Determination and Tenacity
What non-fiction book would you recommend?
Atlas Shrugged - Ayn Rand
People Behind the Product is an interview series produced by CoInvestor highlighting the key people behind the wide range of tax-efficient investment funds you can find on our platform. By showcasing the fund managers behind the product, we aim to provide greater insight to the expertise in the market and in doing so, help advisers and investors learn more about the tax-efficient sector.
If you are interested in participating in the series, or would like to find out more, get in touch with Jessica at firstname.lastname@example.org.
About Stellar Asset Management
Stellar was formed in 2007, with the aim of helping investors to mitigate inheritance tax. Today it remains an independent firm, which is wholly owned by its directors and staff.
We offer a wide range of asset-backed Inheritance Tax Services which provide investors with relief from inheritance tax through a range of qualifying business sectors – while ensuring that they continue to own, and have access to, their capital. These services are underpinned by Business Relief (BR), a longstanding government legislation which provides investors with 100% relief from inheritance tax after two years.
To view more about this manager and their opportunities available,