Education Resources

Inheritance Tax

Business Relief

Power of Attorney

Business Owners

The AiM Index

Estate and Succession Planning Placemats

Stellar AiM IHT Service

Stellar Income IHT Service

Stellar Growth IHT Service

Stellar ICENI Placemats

Useful Resources

We have a range of resources designed to help financial advisers with their research, including:

  • Illustrations
  • Due diligence questionnaires
  • Suggested suitability paragraphs

To request any of these documents, please complete the form. Where an illustration is requested, we will make contact for client details.


Estate Planning
Resource Request Form

Planning Toolkit

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Regulatory Documents

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