Our Stellar AiM Inheritance Tax Service is accessible via the award-winning Transact platform, where advisers can receive expert support and smart technology to help manage their clients’ investment portfolios.

Document Downloads

Awaiting documents…

Want to Know More?

Find out more and create client illustrations.

Transact Login

Fees Payable for Stellar AiM IHT Services on Transact

Initial Fee Nil
Annual Management Fee 1% p.a.
Dealing Fee Nil

Please note:

  • These fees relate solely to Stellar Fees
  • The Stellar Annual Management Fee excludes VAT, which will be added at the prevailing rate
  • Other platform administration and dealing fees may apply please check with your platform representative

Transact
Request Access to Our Portfolio

Ascentric

Request Access to Our Portfolio

Please enter your contact details below to register for access to the Stellar AiM IHT Service via the Transact platform.