The Inheritance Experts

An experienced manager of investments providing relief from Inheritance Tax. Our portfolio services offer investors exceptional diversification and choice across asset class areas that provide a high level of security.

Investments that provide Choice and Diversification

Choose one of our physical asset portfolios for capital growth or a regular income; or simply invest into our highly diversified AiM portfolio using your ISA.

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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.

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Investment Choice

A broad range of portfolio services which provide options for investors as well as relief from Inheritance Tax.

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Careful Diversification

Our investment expertise spans a wide selection of asset classes to maximise diversification for investors.

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Speak to our Experts

Our adviser team is experienced in helping to match client requirements to the most relevant portfolio.

News

Check out the latest news from Stellar, including investment updates and educational articles.

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Document Library

A quick link to our key brochures, application forms and a wealth of other useful information.

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Events

Join us at one of our upcoming events focused on unlocking estate planning opportunities.

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