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BR Asset-backed Open
Managed by Stellar Asset Management

Stellar Inheritance Tax Service (ITS).

The Stellar Inheritance Tax Service (ITS) is a discretionary managed service designed for investors who wish to leave a legacy free from inheritance tax, investing across qualifying business activities including commercial forestry, hotels, bridging finance and property development, and offering 100% Business Relief after a two-year holding period.

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Key facts
  • Minimum investment£25,000
  • IHT/BR Qualifying100% after holding for 2 years
  • Target Annual Return3-4.5%
Overview Terms & Fees Documents
i. Overview

About Stellar Asset Management

Stellar Asset Management are Business Relief (BR) and Inheritance Tax (IHT) planning specialists, with a track record since 2007 of strong absolute returns. In particular, we believe Stellar's Inheritance Tax Service (ITS) is unique in providing diversified access to qualifying business activities (more details below).

Key features of Stellar ITS

  • Discretionary portfolio investing in qualifying business activities
  • Annual target return of 3-4.5%
  • Exposure across Commercial Forestry, Hotels, Bridging Finance, and Property Development
  • Designed to combine capital growth with 100% BR relief after two years
  • Minimum subscription of £25,000, with no upper limit
  • Investors retain beneficial ownership and control via nominee arrangements

Source: All data from Stellar as at 31/12/2025.

Have a client question?

Our team can help with product information, availability and how Stellar sits alongside other BR products in your matrix.

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ii. Terms & fees
Minimum Investment
£25,000
Initial Charge
Nil
Annual Management Charge
0.5% (plus VAT)Subject to investors achieving a minimum performance of 3.5% per annum
Dealing Fee
1%
Exit Fee
0%
Service Fee
1.5% (plus VAT)
v. Documents & downloads
PDF
ITS Brochure
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PDF
MICAP Report
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PDF
Consumer Duty Service Guide
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PDF
Terms and Service Agreement
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FORM
Application Form
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Discussing Stellar with a client?

Our team can provide adviser materials, up-to-date fund status and help you compare Stellar against other options in the BR/IHT matrix.

Contact the team →