We Deliver the Tools to Support Advisers

We strive to equip advisers with invaluable resources – helping to guide their clients through the landscape of our Stellar AiM Inheritance Tax (IHT) Service.

The Stellar AiM IHT Service aims to support advisers when creating a legacy free from inheritance tax. Provided that a portfolio is held for a minimum of two years, and at the time of death, this service can help advisers ensure that their clients and beneficiaries benefit from 100% inheritance tax relief.

Watch our video to learn more about the Stellar AiM IHT Service.

Case Studies, Guides and Quick Guides

There are many case studies, guides and quick guides available, but please find below those relevant to our Stellar AiM IHT Service to learn more about the different planning options – and how they can work for a diverse range of clients.

AiM Equity Transfer Case Study

A Guide to Inheritance Tax

Alternative Investment Market (AiM)

Register for Additional Resources

To access further resources, and discover how our useful toolkits can benefit advisers and their clients, please complete the enquiry form opposite.

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