Stellar Asset Management - Stellar Trading Companies

17 October 2011 10:56 am

Type: Inheritance tax mitigation plan

Aim: IHT mitigation and income/growth by investing in qualifying trading partnerships, which invest in asset-backed trades that qualify for business property relief

Minimum investment: Lump sum £40,000

Investment choice: UK commercial forestry, UK residential property development, asset finance for income and/or feed-in tariffs

Options: Two-year life cover, term assurance to cover loss of value on death

Charges: Initial 5%, annual 1.45%, annual 5.75% for two-year life cover option, annual 2.15% for term assurance option

Commission: Initial 3%, annual 0.5%

Contact: www.stellar-am.com

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