We Deliver the Tools to Support Advisers

We aim to provide advisers with a wealth of resources, to help showcase the benefits of our Stellar Business Inheritance Tax (IHT) Service to their clients.

Our Inheritance Tax Services are backed by Business Relief legislation, meaning that investors should be able to pass capital to their beneficiaries with 100% inheritance tax relief, whilst also keeping complete control of their capital – as long as they have held the shares for at least two years, and at the time of death.

The Stellar Business IHT Service is a discretionary managed service – created for business owners who are wishing to maintain or improve tax efficiency within their existing business, or by using the proceeds following the sale of their company.

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 Business IHT Service to learn more about the different planning options – and how they can work for a diverse range of clients.

Enable Strategy Case Study

Maintain Strategy Case Study

A Guide to Business Relief

The Enable Strategy Quick Guide

The Maintain Strategy Quick Guide

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.

Please complete the form below for further guidance and resources.