Case Studies

Transferring an Equity Portfolio for IHT Planning
Learn how Jane protected her large equity portfolio from inheritance tax using the Stellar AiM Inheritance Tax Service.

Consolidating Portfolios on a Platform 
How Mr and Mrs Jones consolidated their investments from various providers on a wrap platform.

Using the Additional Permitted Subscription (APS)
After her husband’s death, Caroline wished to consolidate his ISA portfolio with her own and protect its full value from inheritance tax.

Using Your ISA for IHT Planning 
Find out how Charles mitigates his inheritance tax liability using the Stellar AiM ISA Inheritance Tax Service.

Consolidating ISAs on a Platform
How Eleanor consolidated her ISA investments on a wrap platform to achieve full IHT relief after two years

Legacy Planning on the Sale of a Business 
Mr Greencoat invested the proceeds from the sale of his business to protect the capital from inheritance tax and defer the Capital Gains Tax.

Legacy Planning for a Trading Business  
Find out how Mr Thompson invested cash from his trading business to provide relief from inheritance tax (IHT).

Legacy Planning Using Tangible Assets
How Simon and Emma protected their estate from IHT to leave a growing legacy to their children – with help  from their financial adviser.

Combining Business Relief and Trusts for Estate Planning
Richard and Jennifer invested in Business Relief qualifying assets. After two years they can decide whether to transfer to a Trust without paying a 20% chargeable lifetime transfer (CLT).

IHT Planning with Income
How Jonathan and Rebecca reduced their inheritance tax liability and supplemented their retirement income.

Estate Planning with a Regular Income
David and Susan removed their inheritance tax liability after two  years, while enjoying a regular and predictable income stream.