Revealed: Stellar nominated for Education Initiative of the Year at TEA 2019/2020

Stellar is delighted to announce that for the fourth year in succession it is nominated as a finalist at the Tax Efficiency Awards 2019/20, in the prestigious “Education Initiative of the Year” category.

This category aims to recognise those who help to promote a greater understanding of the sector to advisers and their clients.

Stellar has been nominated for its new service called Stellar ICENI, a service for financial advisers that combines specialist investment management with the core advice disciplines required for efficient inheritance tax planning and wealth transfer.

The core independent services of Stellar ICENI that financial adviser can benefit from comprise:

  • Legal and estate planning services
  • Investment management services
  • Tax advisory services
  • Estate administration services

Investment Week’s Tax Efficiency Awards recognise the most successful and forward-thinking providers in the areas of Venture Capital Trusts (VCTs), Enterprise Investment Scheme (EIS) and Inheritance Tax/Business Relief (BR/IHT).

A respected panel of advisers and sector watchers will judge the awards, which will take place on Friday 29 November at the One Moorgate Place in London.

Click here for a full list of all the finalists.