Judging what young people want from their portfolio Investor expectations are taking a radical shift as wealth passes from one generation to the next. In this series on the Great… Read more A very different take on investment
24th March 2026
The UK’s baby-boomers are set to pass on more than £5 trillion to the next generations over the coming 30 years in what has come to be known as the… Read more How Family Trading Companies can simplify the intergenerational wealth transfer
17th March 2026
If you are in your thirties or forties, passing on your wealth is likely to be the last thing on your mind. You may also be reluctant to discuss inheritance… Read more Why you can never be too young to think about passing on your wealth
11th March 2026
Inheritance can be a difficult subject to bring up with your loved ones. Yet, sitting down with your family to discuss wealth transfer would help you to gain a deeper… Read more How to get the wealth transfer conversation underway
2nd March 2026
In this video, Stephen English, investment manager and Head of AIM at Stellar Asset Management, discusses UK small caps and AIM in the current context since the changes announced at the Autumn Statement of 2024 Watch here: https://view.ceros.com/intelligent-partnership/br-update-july-2025/p/7
1st July 2025
In this video, Jonathan Gain, Chief Investment Officer and CEO at Stellar Asset Management, discusses differentiated Business Relief (unquoted) offering against the backdrop of changes announced at the 2024 Autumn… Read more Differentiated Business Relief
1st July 2025
Tara O’Connor Advisers face a “tough job” as they balance changes to inheritance tax with the great wealth transfer, according to Jonathan Gain, CEO of Stellar Asset Management. The chief… Read more ‘Advisers have very tough job’ when it comes to IHT changes
1st April 2025