Stellar announces new partnership with Adviser Home

Stellar Asset Management has announced today that it has entered a marketing partnership with Adviser Home, the marketing and business development portal.

 

Adviser Home will work with Stellar to help increase the application of IHT planning solutions that use Business Relief and demonstrate to the adviser community how they can harness the flexible benefits of their services for their clients. Adviser Home will engage with its adviser community via its website, email and social media to help them access and effectively utilise the range of investment solutions that Stellar offers.

 

Stellar is an investment firm which operate discretionary managed estate planning services which provide investors with 100% relief from Inheritance Tax (IHT) after two years.

 

Headquartered in the West end of London Stellar manage around £200m.  This is split between discretionary AiM portfolios where clients can invest directly or via some of the UKs leading wrap platforms, and physical asset portfolios such as forestry, renewables and hotels.

 

Stellar has just announced an important reduction in the platform price for its AIM Portfolio - now halved to 0.75% p.a.  (current platforms Standard Life Wrap, Transact, Ascentric and Nucleus.)

 

Stellar’s estate & succession planning services are promoted to the financial advisory community and have been crafted to provide clients and their families with greater choice and flexibility.  Stellar also have solutions for business owners, trustees or those with lasting powers of attorney.

 

 

John Enos, Director, Adviser Home, commented:

 

“We are delighted to welcome Stellar as a marketing partner.  They have a focused approach coupled with extensive investment expertise, and we are looking forward to working with them."

 

 

Matthew Steiner Business Development Director, Stellar Asset Management said:

 

“Through the Adviser Home platform we can reach out to advisers who may not be all that familiar with Business Relief and show them how simple and straightforward this type of planning can be. By sharing our experience, our aim is to broaden expertise in this rapidly growing area of tax planning and to demonstrate how our services can be used across the generations to help advisers deliver successful outcomes for their clients.”

 

 

Adviser Home

Development Zone

 

 

 

Marketing Manager


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