X

About

Advertise

Contact

Jobs

Tools for Advisers

Linkedin
Twitter
Facebook-f
  • News
    • In the Press
    • Politics and Finance
    • General
  • Featured
    • Podcasts & Films
    • Interviews
    • Events
    • Finance on Social Media
    • Jobs
    • MPS Report
  • GBI
    • Tax Efficient Investments
    • Open Investment Opportunities
    • People Behind the Product
    • GBI Magazine Issues
    • About GBI
  • Business
    • Regulation and Compliance
  • Magazines
  • The M&G Adviser Hub
Menu
  • News
    • In the Press
    • Politics and Finance
    • General
  • Featured
    • Podcasts & Films
    • Interviews
    • Events
    • Finance on Social Media
    • Jobs
    • MPS Report
  • GBI
    • Tax Efficient Investments
    • Open Investment Opportunities
    • People Behind the Product
    • GBI Magazine Issues
    • About GBI
  • Business
    • Regulation and Compliance
  • Magazines
  • The M&G Adviser Hub
Search
Close

About

Advertise

Contact

Jobs

Tools for Advisers

Untitled-1
Linkedin
Twitter
Facebook-f
  • News
    • In the Press
    • Politics and Finance
    • General
  • Featured
    • Podcasts & Films
    • Interviews
    • Events
    • Finance on Social Media
    • Jobs
    • MPS Report
  • GBI
    • Tax Efficient Investments
    • Open Investment Opportunities
    • People Behind the Product
    • GBI Magazine Issues
    • About GBI
  • Business
    • Regulation and Compliance
  • Magazines
  • The M&G Adviser Hub
Menu
  • News
    • In the Press
    • Politics and Finance
    • General
  • Featured
    • Podcasts & Films
    • Interviews
    • Events
    • Finance on Social Media
    • Jobs
    • MPS Report
  • GBI
    • Tax Efficient Investments
    • Open Investment Opportunities
    • People Behind the Product
    • GBI Magazine Issues
    • About GBI
  • Business
    • Regulation and Compliance
  • Magazines
  • The M&G Adviser Hub
Untitled-1
Linkedin
Twitter
Facebook-f

People Behind the Product: Matthew Steiner, Stellar Asset Management

Powered by CoInvestor: In a new initiative with IFA and GBI Magazine, we talk to some of the people behind the investments available

by Kim Wonnacott
October 6, 2020
in GBI, Interviews, News, Sponsored
People Behind the Product: Matthew Steiner, Stellar Asset Management
Share this story

What is the most rewarding aspect of your role?

Working with advisers and encouraging those who haven’t been active in this space before has been a big part of my role. Bringing advisers together with the other professional services to encourage a more holistic approach to planning; and seeing the business development opportunities that result, has been the most rewarding aspect of my role to date.

What is the most challenging aspect of your role?

Lack of awareness of the planning opportunities that Business Relief qualifying services present for clients, has certainly been a challenge. Finding the right medium to engage with advisers has been another.

“We believe our range of services allow advisers to treat each client uniquely and tailor their recommendations specifically to meet their needs.”

What makes your firm stand out?

Choice for the client and the adviser is what makes us stand out. Stellar is unique in that our Inheritance Tax Services allow a client’s specific needs to be matched. Clients can get relief from Inheritance Tax (after 2 years) by investing into a diverse range of land or property backed investments that offer high levels of security and provide a regular income or un-capped capital growth.

They can invest into our AiM portfolio which also provides relief from Inheritance Tax (after 2 years) directly, through their ISA or via numerous wrap, or investor, platforms.

Business owners have a tailored service which allows them to benefit from tax efficiency within their business and after a sale, and we also offer a bespoke service for High net worth and sophisticated investors.

We believe our range of services allow advisers to treat each client uniquely and tailor their recommendations specifically to meet their needs.

What is the one thing that you would like advisers/investors to know about your firm?

We believe that it is investors who should be the prime beneficiaries of any investment returns – therefore we don’t cap our investment returns.
In addition to our AiM portfolio we exclusively invest in investment sectors (within the UK) that offer a high level of asset backed security (usually property or land) and our services offer higher benchmark returns to investors. Once the target has been achieved, investors share any upside 80:20 with us.

What’s one thing you’d like to change about the sector?

One thing I would like to change is increasing the transparency of some of the fee structures in the market so clients can easily understand where and how fees are being taken. This is particularly relevant in the asset-backed (non-AIM) investments.

What recent investment opportunity has caught your eye and why?

We have recently invested into the UK care home sector. We believe that this (BR qualifying) sector has significant potential for investors to acquire stable (income producing) businesses with the opportunity for capital enhancement using active management techniques.

What character trait helps you succeed in your role?

Honesty, Determination and Tenacity

What non-fiction book would you recommend?

Atlas Shrugged – Ayn Rand


Matthew Steiner – Business Development Director, Stellar Asset Management

Matthew has worked in the financial services industry since he graduated from Kingston University in 1997.

He trained as a financial adviser in London and completed his financial planning certificate (FPC) to level III. He joined the property division of Close Brothers Investment Limited in January 2000, and by the end of his tenure was the Senior Business Development Manager for its range of tax-efficient products and property investment funds.

After a short sabbatical in Nepal, as a volunteer teacher seconded to an orphanage in Pokhara, he worked on a consultancy basis with Tri-investments and Downing Corporate Finance before joining Stellar as a director and shareholder in 2012.

Matthew has been instrumental in both developing and simplifying Stellar’s estate planning proposition and communicating this to the advisory community.

About Stellar Asset Management

Stellar was formed in 2007, with the aim of helping investors to mitigate inheritance tax. Today it remains an independent firm, which is wholly owned by its directors and staff.

We offer a wide range of asset-backed Inheritance Tax Services which provide investors with relief from inheritance tax through a range of qualifying business sectors – while ensuring that they continue to own, and have access to, their capital. These services are underpinned by Business Relief (BR), a longstanding government legislation which provides investors with 100% relief from inheritance tax after two years.


To view more about Stellar and their opportunities available, sign in to the CoInvestor platform here.

People Behind the Product is an interview series produced by CoInvestor highlighting the key people behind the wide range of tax-efficient investment funds you can find on our platform. By showcasing the fund managers behind the product, we aim to provide greater insight to the expertise in the market and in doing so, help advisers and investors learn more about the tax-efficient sector.

If you are interested in participating in the series, or would like to find out more, get in touch with Jessica at [email protected]

Powered by CoInvestor

 

Tags: People Behind the Product
Previous Post

Beyond ESG: The Spectrum of Capital

Previous Post

FCA delivers Bitcoin blow

Previous Post

HMRC bombarded by 5,000 malicious email attacks every day

Next Post

Origo and new FinTech utilise Open Banking fact find to enable more suitable financial advice

Next Post

People Behind the Product: Pippa Gawley, Zero Carbon Capital

Next Post

UK taxpayer backed Greensill Capital’s loans to Sanjeev Gupta-linked companies, with 11 UK employees

Related Posts

Pembroke VCT sees 2.3x exit in 12 months
News

Pembroke VCT sees 2.3x exit in 12 months

January 15, 2021
£122 billion inflation blow for pensioners and investors
News

Good news for investors as M&G Investments reduces annual charge across large proportion of OEIC funds

January 15, 2021
MP’s put FCA under the microscope
Finance on Social Media

London Capital & Finance judicial review

January 15, 2021
ThinCats
News

Supreme Court judgement in FCA’s business interruption insurance test case

January 15, 2021
UK business prepares to reopen
News

FTSE 100 lower as unsettling economic news overshadows stimulus optimism

January 15, 2021
‘A very difficult March for all participants in the housing market,’ says Ray Boulger
Feature

New UK levy on assets above £500,000 – what do private clients need to know?

January 14, 2021
Next Post
New Entrants | Zero Carbon Capital

Origo and new FinTech utilise Open Banking fact find to enable more suitable financial advice

People Behind the Product: Pippa Gawley, Zero Carbon Capital

People Behind the Product: Pippa Gawley, Zero Carbon Capital

Greensill Capital’s controversial ‘supply-chain financing’ is missing a holding company.

UK taxpayer backed Greensill Capital's loans to Sanjeev Gupta-linked companies, with 11 UK employees

Podcasts & Films

  • Put an atomic clock in your car, phone and on your wrist
    January 13, 2021
  • The Nexus Scale-Up Fund walk through
    December 21, 2020
  • Net4 x ARIE Capital webinar, hosted by CoInvestor
    December 18, 2020
  • How does Nexus Communicate with clients?
    December 18, 2020
  • Nexus Investments – Reasons for Advisers to be positive in 2021
    December 17, 2020
  • The Nexus Story
    December 16, 2020

Today’s Most Read

  • Wirecard scandal: EY defends itself in the Bundestag
    January 14, 2021

    @peter_IFAMAG reads Twitter so you don’t have to. The Wirecard Investigation Team meets again at the Bundestag today. Prompted by investor action following the Wirecard

  • Brexit agreement leaves UK financial services operating under no deal scenarios
    January 11, 2021

    Tej Patel, Partner and Regulatory Practice Lead at Capco, comments on the continued uncertainty facing UK-based financial services firms post-Brexit. Given that financial services were

  • OnePlanetCapital launch new EIS fund
    January 11, 2021

    OnePlanetCapital, a new sustainably driven investment house, has today launched a specialist sustainability EIS Fund to invest in businesses tackling climate change. The new OnePlanetCapital

  • Former Man Group and Octopus Real Estate executives launch Silbury Finance
    January 14, 2021

    Two experienced property finance executives, backed by funds managed by Oaktree Capital Management, L.P. (“Oaktree”), have launched Silbury Finance (“Silbury”), a platform providing bespoke senior

  • Supreme Court judgement in FCA’s business interruption insurance test case
    January 15, 2021

    The Supreme Court delivers judgement in favour of policyholders in the FCA’s business interruption insurance test case The Supreme Court has substantially allowed the FCA’s appeal on

  • Unpicking the jargon of responsible investing
    January 12, 2021

    George Robinson, Business Development Manager for VALA Capital, wrote the following article to help explain the difference between ESG and Sustainable investing.   Investors are increasingly

  • London Capital & Finance judicial review
    January 15, 2021

    @peter_IFAMAG reads Twitter so you don’t have to. The London Capital and Finance vehicle lost 11,625 investors £237m in January 2019. Today brings news that

  • New UK levy on assets above £500,000 – what do private clients need to know?
    January 14, 2021

    By Paul Fairbairn, partner at Cripps Pemberton Greenish On 9 December the self-styled and in no way government-affiliated Wealth Tax Commission published their findings. This

  • The ten secrets to mastering a last-minute tax return
    January 11, 2021

    Your self-assessment tax return deadline is due by midnight on 31 January. Last year, 11.1 million people filed a return on time, more than 70,000

  • Canaccord unveils new ESG portfolios on Embark Platform
    January 12, 2021

    Canaccord Genuity Wealth today launches an Environmental, Social and Governance (ESG) portfolio range available on Embark Platform. Financial advisers using the Embark Platform will now be

More Articles

Blackfinch Ventures: In the spotlight
Interviews

Blackfinch Ventures: In the spotlight

January 7, 2021
Making a positive difference at the cutting edge
Interviews

Making a positive difference at the cutting edge

January 7, 2021
Meet the manager of the M&G Global Listed Infrastructure Fund
Interviews

Meet the manager of the M&G Global Listed Infrastructure Fund

December 15, 2020
Par Equity is the bright EIS star of the North 
Interviews

Par Equity is the bright EIS star of the North 

November 23, 2020
What’s next for Mercia?
Interviews

What’s next for Mercia?

November 2, 2020
M&G Positive Impact Fund: Q&A with Ben Constable-Maxwell
Interviews

M&G Positive Impact Fund: Q&A with Ben Constable-Maxwell

October 21, 2020
People Behind the Product: Pippa Gawley, Zero Carbon Capital
GBI

People Behind the Product: Pippa Gawley, Zero Carbon Capital

October 7, 2020
People Behind the Product: Matthew Steiner, Stellar Asset Management
GBI

People Behind the Product: Matthew Steiner, Stellar Asset Management

October 6, 2020
People Behind the Product: Ewan Lloyd-Baker, Seismic Venture Partners
GBI

People Behind the Product: Ewan Lloyd-Baker, Seismic Venture Partners

October 5, 2020

About Us

​IFA Magazine – for today’s discerning financial and investment professional.

Published ten times a year, IFA Magazine has been winning a keen and enthusiastic following among Britain’s premier financial advisers, planners and paraplanners.

Newsletter

    Follow Us

    Linkedin
    Twitter
    Facebook-f

    © 2021 All rights reserved​ to IFA Magazine | Website by: Nivo Digital | Terms and Conditions

    Do NOT follow this link or you will be banned from the site!

    Adblock Blocker

    We have detected that you are using

    adblocking plugin in your browser. 

    Keep updated on the most important financial events 

    Make sure you are an informed

    wealth professional..

    IFA Magazine
    • News
      • In the Press
      • Politics and Finance
      • General
    • Featured
      • Podcasts & Films
      • Interviews
      • Events
      • Finance on Social Media
      • Jobs
      • MPS Report
    • GBI
      • Tax Efficient Investments
      • Open Investment Opportunities
      • People Behind the Product
      • GBI Magazine Issues
      • About GBI
    • Business
      • Regulation and Compliance
    • Magazines
    • The M&G Adviser Hub