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

Bespoke IHT Service | Discretionary Strategy
Designed for investors who want to leave a legacy without committing time to sourcing their own investments

Bespoke IHT Service | Hybrid Strategy
Designed for investors who want complete control of their portfolio.

Bespoke IHT Service | Tailored Strategy
Designed for investors who are happy for Stellar to choose some investments but also want to add their own choices.

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).

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).

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.

Utilising Tangible Assets in Estate Planning
Find out how Richard and Sue were able to reduce their family’s exposure to inheritance tax by investing in tangible assets that were simple to understand.

Utilising Business Relief with Trusts for Estate Planning
Eva and Ravi wanted to pass on all that they have saved to their family, with special considerations for their disabled grandchild, but did not want to give up control of their money.