The Inheritance Generation
£5.5 trillion is expected to be inherited from the baby boomer generation over the next 30 years.
This is the Inheritance Generation.
Join us at one of our events to explore how advisers can maximise this opportunity.
The Launch of Stellar ICENI
A new service for financial advisers that combines specialist investment management with the key professional services to maximise estate planning opportunities and enable effective inter-generational wealth transfer.
A broad range of portfolio services which provide options for investors as well as relief from Inheritance Tax.
Our investment expertise spans a wide selection of asset classes to maximise diversification for investors.
A new service for advisers that combines investment management with key professional services for estate planning.
A quick link to our key brochures, application forms and a wealth of other useful information.