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.
Brochures
Application forms
Performance factsheets
Inheritance Tax explained
How does Business Relief work?
Independent research
Additional Resources
We also provide further resources to help advisers with their research and compliance obligations including:
- Illustrations
- Due diligence questionnaires
- Suggested suitability paragraphs
- Terms of Business
To request any of these documents, please get in touch with a member of our team using the chat/support button below.
Where an illustration is requested, we will require client details.