Stellar: The Estate & Succession Planning experts

We are estate and inheritance tax planning specialists with over 30 years’ experience creating and managing tax-efficient investments.

We offer a range of discretionary and bespoke portfolios which are designed to enhance your wealth while growing a legacy for future generations.

NEWS FEED

WELCOME TO

STELLAR

I am a Financial Adviser

I am a Private Investor

What makes us different

Transparent

Secure

Diversified

Choice

Bespoke

Insurance

INSIGHTS

NEWS FEED

New changes for the Additional Permitted Subscription (APS) Allowance

New changes for the Additional Permitted Subscription (APS) Allowance

Auch South Forestry Acquisition

How to use physical assets to diversify your clients’ portfolios

Investment Week Tax Efficiency Awards

Stellar completes the sale of its stand-alone forestry funds

Succession: the most diversified asset-backed IHT Portfolio

New forestry acquisition for Succession

Craigbeg Forest Visit

Platform survey results

Stellar announce new partnership with CoInvestor

Stellar Asset Management halves AMC on wrap platforms

New partnership with Adviser Home

Stellar nominated for “Exit of the Year” at the Growth Investor Awards 2017

7 in 10 advisers expect their use of BPR to increase in the future

April economic outlook and the prospects for AiM investors

Succession acquires further farming asset

Spring Budget Summary

How to combine inheritance tax planning with a tax free income

Intelligent Partnership have Published the First Ever AIM Industry Report

Stellar Estate Planning Service adds new residential development

Succession undertakes joint venture with Tavis House

Another Stellar Year

Why money still grows on trees

Stellar acquires two new forests in Succession

Monetising your skills in an independent UK

Mitigating IHT using an ISA

Brexit report: farming and forestry

We join forces with Mattioli Woods for IHT proposition

The inequality of AiM: the big, the small and the average

UK Open Golf Championship at Troon

Succession acquires Murrayshall House Hotel

How platforms can help you: Transact

Stellar AiM IHT portfolios Quarterly Review

Investing in forestry and farmland for Inheritance Tax relief

Our position following the Brexit vote

Economic outlook and the prospects for AiM investors

The Brexit Debate: a view for those choosing to stay

The Brexit Debate: a view for those choosing to leave

Forestry & Farming: IPD results 2015

The Brexit Debate: a view for the undecided

Succession acquires further farm

Hotel sale doubles investors’ capital in under three years

A simple and efficient tax planning strategy using ISAs

Stellar Fundraising 2016

Rising Property Values Makes IHT Mitigation a Necessity

Stellar Estate Planning Service completes acquisition of Troon Hotel

Stellar Succession completes further Forestry acquisition

Increasing demand for Dublin hotel rooms drives rates up 17%

How to open conversations with clients about IHT mitigation

The UK Forest Market Report 2015

Residential development added to Succession Portfolio

Startling statistics highlight the need for lifetime planning

The Autumn Statement 2014