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.

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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