Transferring an equity portfolio for IHT planning
Learn how Jane protected her large equity portfolio from inheritance tax using the Stellar AiM IHT Service
13th May 2025
Learn how Jane protected her large equity portfolio from inheritance tax using the Stellar AiM IHT Service
13th May 2025
Our AiM Philosophy authored by Stephen English, Investment Director
13th May 2025
13th May 2025
The Stellar AiM IHT Service is a discretionary managed service, which is designed for investors who wish to leave a legacy free from inheritance tax
13th May 2025
13th May 2025
13th May 2025
This guide is designed to provide all the appropriate information to IFAs to enable them to comply with their obligations within the scope of Consumer Duty.
13th May 2025
In the investment world, Environmental, Social and Governance (ESG) is currently seen as ‘old hat’. We’ve certainly noted a reduced emphasis by corporates, where presentations often consign the ESG section to the appendices or even not include it all, and our engagement efforts have been met with firmer push back.
13th May 2025
13th May 2025