Stellar Partner Services:
the complete estate planning solution

Building New Relationships

Stellar Partner Services is designed to provide resources, support and reassurance in all the critical areas that you as a financial adviser may require to execute great estate planning. This is an ideal way to strengthen the estate planning element of your business and open up new commercial opportunities. The service will enable you to:

• advise on larger, more complex cases
• bridge any technical knowledge gaps
• benefit from the opportunities within the Inheritance economy
• work with trusted partners to deliver best advice
• unlock new business opportunities

Strengthen Your Capabilities

Our carefully selected partners comprise some of the leading legal, tax and later life firms in the UK. This is complemented by digital solutions and consultancy services that can help your clients to think differently and innovatively about their capital. You can access appropriate support at whatever stage of the planning and management process you and your clients require.

Only What You Need

Our aim is to bring together a community of experts who can help you to create holistic solutions. You are more than welcome to maintain existing relationships with valued providers, while bringing in particular Stellar Partner Services as and when you need.

Benefits of Working Alongside Specialist Partners

Starting the Conversation

Estate planning can be a difficult subject to bring up with your clients. After all, nobody wants to think about their mortality. It can also be a deeply complex process, potentially cutting across multiple assets, complicated family relationships and numerous legal jurisdictions. Inevitably, there is the risk of dispute, with tax authorities or between beneficiaries.

Yet, this reticence about estate planning can lead to the needless loss of huge amounts of wealth. Legacy leakage doesn’t just come from inheritance tax, but also inefficient management in areas such as estate administration, monetising illiquid assets and passing on ownership and wealth to children while clients are still alive.

We have been involved in estate planning for over 20 years and fully understand the challenges and barriers that you face when discussing this area of financial planning with your clients. Our experience shows that the best way to start the conversation is to explain what is at stake and offer informed solutions. Stellar Partner Services can help give you the confidence to introduce this sensitive yet critical subject.

Orchestrating the Solution

While you are likely to be reaching out to your professional connections to provide specialist support, our experience shows that it is vital that you remain at the centre of the advice process. You know them. They trust you. Stellar Partner Services offers the suite of services that will enable you to provide holistic solutions for your clients, while ensuring that you continue to manage advice and execution.

Securing the Future

Stellar Partner Services helps you to focus on wealth generation as well as wealth preservation. You can help your clients to build up their legacies, diversify their investments and support innovation and growth in our economy. The planning and support we provide would also make it easier for your clients to pass on their wealth to their children when the beneficiaries need it most.

Targeted and Tailored Support

We recognise that each of your clients has different circumstances, aspirations and preferences. Stellar Partner Services is here to support you in devising and executing a tailored and integrated solution that best serves their individual needs.