Stellar Estate Planning

This IHT portfolio looks to generate a target income return of 4.5% per annum whilst protecting capital by investing in asset backed businesses. Stellar Estate Planning intends to invest in three areas: hotels, construction finance and renewable energy.

Please see the provider's documents for more details on the total fees and charges. If you would like a full breakdown of charges, or a personal illustration, please let us know.

Wealth Club aims to make it easier for experienced investors to find information on – and apply for – tax-efficient investments. You should base your investment decision on the provider's documents and ensure you have read and fully understand them before investing. This review is a marketing communication. It is not advice or a personal or research recommendation to buy the investment mentioned. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination.

The details

Sector
Property, lending & renewables
Portfolio size
-
Initial charge
5.0%
Saving via Wealth Club
-
Net initial charge
5.0%
AMC
1.5%

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