Finding opportunities to write estate planning business

About This Event

As asset values rise, inheritance tax allowances remain frozen and the taboo of discussing financial planning continues to fade, the demand for IHT planning looks set to grow in the years ahead.

Could estate planning be an important business growth opportunity for you?

What planning opportunities are available for your clients?

Could Business Relief solutions help to protect their legacies?

Join our team to explore a wide range of client planning case studies and learn how we can support your estate planning conversations with clients.

Risks to consider

  • Investing in inheritance tax services carries risks and is not suitable for everyone. Investors should be comfortable with taking on these risks and we recommend that they seek financial advice before they put their money into an inheritance tax service.
  • The value of an investor’s investment, and any income from it, can go down as well as up. Investors cannot rely on the past performance of a service to judge how successful it will be in the future.
  • Business Relief is based on personal circumstances, is not guaranteed, and the Government could change the rules in the future.

Stellar Asset Management Limited is authorised and regulated by the Financial Conduct Authority under FCA number 474710. Registered in England and Wales No. 06381679. Registered Office: Kendal House, 1 Conduit Street, London W1S 2XA.