Empowering Financial Advisers in
the Inheritance Economy
Stellar Asset Management
Our collaborative intergenerational Inheritance Tax Services provide complete diversity and choice, and ensure investors receive lifetime control over their capital.
To navigate the challenging landscape of inheritance tax planning, it is essential that advisers become the architects of this ongoing journey – bringing in specialist partner organisations to help support the complex investment decisions of their clients.
At Stellar Asset Management, we strive to create a clear pathway to follow. By working alongside advisers, we deliver specialist services that identify the individual needs of an investor – protecting their capital and providing inheritance tax freedom, to create a lasting legacy for the next generation.
Our Inheritance Tax Services
A range of managed portfolio services which focus on wealth preservation and seek to provide inheritance tax relief after two years.
About Stellar Asset Management
Inheritance tax and estate planning specialists, with over three decades of financial services experience.
We collaborate with professional service partners to provide advisers with the essential support required for effective estate planning.
Continually sourcing and developing highly secure investment sectors, to ensure investors can benefit from exceptional diversification.
From seminars to workshops, we arrange a host of events to provide advisers with a platform to expand their estate planning opportunities.
Resources for Advisers
Visit our resource centre to view and download all of our key brochures and application forms, and a wealth of other useful investment information – to help guide your clients.
The Inheritance Economy
Explore how the Inheritance Economy landscape is changing – and what advisers can do to help their clients navigate estate planning.
Catch up on the latest news and information, to gain valuable insight into what we do to stay ahead of this evolving industry.