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

We offer a range of managed portfolio services which focus on wealth preservation and seek to provide inheritance tax relief after two years.

Stellar AM About Us

About Stellar Asset Management

Inheritance tax and estate planning specialists, with over three decades of financial services experience.

Partner Services

Professional service partners who provide advisers with the essential support required for effective estate planning.

Investment Sectors

Continually sourcing and developing highly secure investment sectors, to ensure investors can benefit from exceptional diversification.

Events

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.

Latest News

Catch up on the latest news and information, to gain valuable insight into what we do to stay ahead of this evolving industry.

Investor Hub

Discover our wide range of services – designed to support the estate planning requirements of investors.