Our services offer the opportunity to be free of Inheritance Tax whilst retaining control of assets.
Find out all of the latest stories in estate planning.
Stellar was formed in 2007 with the aim of providing the tools to help mitigate Inheritance Tax. Today we remain an independent firm, wholly owned by our directors and staff, with wealth preservation at the forefront of what we do.
We are committed to continual improvement.
Find out insights in the world of estate planning from our expert team.
To find out what we are doing about the introduction of Consumer Duty, click here.
We host a range of online and in-person events throughout the year.
Glen Halley Fund Operations Manager
Vanessa Doyle Senior Customer Representative
Georgina Morgan Senior Customer Representative
Joel Turns Operations Analyst
Nicola Sharkey Investment Administrator
James Ellis-Duveen Head of Business Development
Shanell Gosling Business Development Associate
Eleanor Lynn Fund Finance Manager
Henal Thanki Corporate Finance Manager
Joshua Campbell Accountant
Stephen English Investment Director
Phil Kirwan Portfolio Manager
Jack Pedley Assistant Fund Manager
David Stein Investment Manager
Daniel Edwards Investment Assistant
John Fearon Head of Third Party Liaison
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