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. 

Key Information Document: Important Notice to Investors

Before you apply you should read and understand the important documents. Please note, the Key Information Document is not currently available for this investment. This is a new document we are required to provide to retail investors before they invest.

If you wish to apply now, please read the other important documents and ensure you are comfortable with the risks of investing. Then simply download, sign and return the declaration below alongside your application form and we will send you the document as soon as it is available. 

Key Information Document Declaration

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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