Estate & Succession Planning "ESP"


Our ESP services provide 100% relief from inheritance tax after two years

Estate and Succession Planning

Many clients don’t fully appreciate the true value of their assets which will form their estate.

Clients are aware that inheritance tax is levied on their estate above a certain amount and most are familiar with trusts, gifting assets and insurance as a way of reducing their liability.

These traditional routes, while tried and tested, have some drawbacks including: age & health restrictions; cost; and losing control of, and therefore access to, the capital.

 

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ESTATE AND SUCCESSION PLANNING

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Estate and Succession Planning
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ESP AiM Portfolio Service
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ESP Growth Portfolio Service
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ESP Income Portfolio Service

The advantages of Business Relief

What is far less well known is the longstanding legislation that can help to remove a liability to inheritance tax easily without any of these drawbacks.

Services that use Business Relief have grown in popularity over recent years as their investment value attracts 100% relief from inheritance tax after two years.

This allows investors the freedom to retain control of their capital and to pass a tax efficient legacy to their children.

We have extensive experience helping families pass wealth effectively to their beneficiaries.

Our ESP services allow financial planners to meet the estate and succession planning needs of their clients.

Estate and Succession Planning

STELLAR ESP PORTFOLIO SERVICES

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ESP AiM

A discretionary managed AiM portfolio service

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ESP AiM

Available on the UK's leading wrap platforms

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ESP Growth

A discretionary managed portfolio generating capital growth

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ESP Income

A discretionary managed portfolio generating a regular income

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ESP Business

Tax-efficient investing for business owners

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