Case Studies

Jane wanted to protect her large equity portfolio from inheritance tax whilst keeping control of her capital during her lifetime.

Mr and Mrs Jones want to consolidate their investments from various providers on a single wrap platform.

After her husband’s death, Caroline wants to consolidate his ISA portfolio with her own and protect its full value from inheritance tax.

Charles wants to mitigate the inheritance tax liabilities of his ISA portfolio.

Eleanor wants to consolidate her ISA investments on a wrap platform to achieve full IHT relief after two years.

Designed for investors who want to leave a legacy without committing time to sourcing their own investments.

Designed for investors who are happy for Stellar to choose some investments but also want to add their own choices.

Designed for investors who want complete control of their portfolio.

Mr Greencoat wants to invest sale of business proceeds to protect the capital from inheritance tax and defer the Capital Gains Tax.

Mr Thompson wants to invest cash from his trading business to provide relief from inheritance tax.

Richard and Jennifer want to invest in Business Relief qualifying assets that they can potentially transfer to a Trust at a later date.

Claudia and Cleo want to protect their estate from IHT to leave a growing legacy for their loved ones.

Richard and Sue want to reduce their family’s exposure to inheritance tax by investing in tangible assets that are simple to understand.

Eva and Ravi want to pass on all that they have saved to their family, with special considerations for their disabled grandchild, but do not want to give up control of their money.