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
Independent Research
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
Regulatory Documents
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