Tax and Intergenerational Planning

Hosted by Matthew Steiner from Stellar and Tom Moore from WestBridge Group, this Tax Clinic explored a variety of scenarios that can impact later life planning when considering beneficiaries from multiple generations.

This clinic provided a forum for advisers to discuss tax related issues and gain insight into the more complicated areas of inheritance tax and estate planning.

Additional Webinar Resources

Stellar Inheritance Tax Services Brochure

Stellar Partner Services Brochure

Register for our upcoming webinar

T.O.W.I.E. – The Only Way Is Equity: AiM Update

Wednesday, 8 September 2021
from 10:00 – 11:00am