We Deliver the Tools to Support Advisers

We provide advisers with a selection of essential resources – helping to guide their clients through the advantages of our Stellar Growth Inheritance Tax (IHT) Service.

The Stellar Growth IHT Service is a discretionary managed service, created to support advisers in the process of growing a legacy – free from inheritance tax. Provided that shares are held for at least two years, and at the time of death, investors can maintain complete control of their capital, whilst also holding the power to pass down capital to their beneficiaries with 100% inheritance tax relief.

Our Stellar Growth IHT Service involves the creation of a privately owned company for each client, providing access to a range of qualifying business activities that offer security and diversification – whilst also seeking capital growth.

Watch our video to learn more about the Stellar Growth 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 Growth IHT Service to learn more about the different planning options – and how they can work for a diverse range of clients.

Growth Legacy Case Study

A Guide to Business Relief

Trade Structure 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.