At Stellar Asset Management, we strive to support advisers in any way we can – helping to create a pathway towards a more informed investment service. From helpful guides to detailed brochures, we deliver a wealth of resources to provide further insight into the inheritance tax landscape – and ultimately enhance the service which an adviser can offer their clients.
Literature
Forms & Applications
Case Studies
Educational Guides & Quick Guides
Video Library
Performance Factsheets
Independent Research
FAQs
Additional Resources
We also provide further resources to help advisers with their research and compliance obligations:
- Illustrations
- Due diligence questionnaires
- Suggested suitability paragraphs
- Terms of Business
To request any of these documents, please complete the form. Where an illustration is requested, we will make contact for client details.