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.
We also provide further resources to help advisers with their research and compliance obligations including:
- 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.