Stellar Estate Planning Virtual Summit
Money, Mortality and the Modern Family
Changing the perceptions of sustainable intergenerational estate planning
and highlighting the opportunities ahead.
Thursday, 21 October 2021
Stellar Asset Management
Inheritance Tax Planning
We provide services for financial advisers and individuals for whom inheritance tax is a concern to create a robust legacy for future generations.
Our services provide diversity and choice, and allow investors to retain control over their capital during their lifetime.
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.
Inheritance Tax Services
A range of managed portfolio services which focus on wealth preservation and seek to provide inheritance tax relief after two years.
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.
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.