A managed portfolio service investing in AiM quoted companies
Stellar is delighted to announce that its estate & succession planning "ESP" services are now available through the GrowthInvest platform.
GrowthInvest launched its dedicated IHT area this month and Stellar is one of the first IHT providers to go live.
Jonathan Gain, CEO of Stellar Asset Management, commented:
“Interest in IHT products using Business relief has never been higher amongst advisers, and we are pleased to be working with the GrowthInvest team to make our products available in a successful platform environment, one in which technology is being used intelligently to help facilitate investments, and provide advisers with the information they want and need.”
Daniel Rodwell, Managing Director of GrowthInvest said:
“We are delighted to be broadening the platform product range, and have done so in response to demand from both advisers and their clients. The use of Business Relief products within Inheritance tax planning is becoming increasingly widespread amongst the adviser marketplace, and it made perfect sense for us to bring a range of products onto the platform.”
GrowthInvest is an independent whole-of-market platform for tax efficient and alternative investments. It provides financial advisers, wealth managers and investors with access to a wide range of tax efficient investments, alongside related research, collateral, videos and news from different sources.
Its purpose-built technology provides advisers and their clients with a secure and intuitive platform environment in which to consolidate, control, manage and enhance all aspects of their alternative investment portfolios.
GrowthInvest has recently launched a dedicated IHT area on its platform and Stellar is one of the first providers to go live.
The new IHT service will cover both unlisted and AIM IHT portfolio services, and will sit alongside the existing range of investments.
All propositions contain key product information, data and documentation, including links to 3rd party research.
The platform can facilitate advised investments across all product groups, and comes with a suite of analytical and reporting dashboards.
This strengthens an already compelling solution for investors and advisers looking to find an intelligent single option for their tax efficient portfolios and goes live in direct response to demand from the adviser marketplace.