Building a growing legacy for loved ones
Meet Claudia and Cleo who want to protect their estate from IHT to leave a growing legacy for those they love
15th May 2025
Transferring an equity portfolio for IHT planning
Learn how Jane protected her large equity portfolio from inheritance tax using the Stellar AiM IHT Service
15th May 2025
Legacy planning on the sale of a business
Mr Greencoat invested the proceeds from the sale of his business to protect the capital from inheritance tax and defer the Capital Gains Tax.
15th May 2025
Stellar Talks Tax: Lifetime transfers to a trust
As we navigate the ever-evolving landscape of inheritance tax planning, it’s crucial to stay informed about the latest developments.
15th May 2025
Stellar Talks Tax: Qualifying for Business Relief, Replacement Conditions
Let’s delve into the conditions for replacement relief – a crucial aspect of Business Relief (BR) that could significantly impact your tax-efficient legacy.
15th May 2025
Stellar Talks Tax: Leaving Specific Gifts
If you own assets that qualify for BR or APR, and you are either leaving something to your spouse or to a charity in your will, it is worth thinking carefully about how you pass these on.
15th May 2025
Using ITS to establish a Discretionary Trust
Learn how Helen optimised her estate planning strategy to minimise inheritance tax liabilities using The Stellar ITS.
15th May 2025
Selling Businesses- Replacement Business Property
How Andrew maintained IHT relief after selling his business
15th May 2025
Transferring Business Relief Qualifying Assets
Options of transferring BR qualifying assets
15th May 2025