Wider Expertise
Financial advisers can access wider expertise from those of our partners who provide consultancy services to support estate planning, including digital solutions. These services supplement traditional services such as tax advice, will writing and legal services, helping advisers to provide a full service to their clients.
Stellar Partner Services brings together a selection of carefully chosen professional advisers with a depth of knowledge in Estate Planning services, which in turn enables financial advisers to offer their clients a wide range of complementary services to support their estate planning recommendations. This extensive range of services enables advisers to unlock business opportunities and advise more widely.
Explore the Consultancy Services available:
Cashflow Modelling
Cashflow Modelling allows advisers to clearly articulate, and visibly demonstrate, a client’s current and future financial position.
Digital Estate Planning
Store client’s important information so it is available to the right people at the right time.
Digital Life Administration
An app to capture all of life’s tasks, to-do’s and documents – in one convenient place.
Discretionary Fund Management
This partnership enables advisers to maximise efficient wealth management.
Estate Planning for International Clients
Insightful services to support international clients and navigate the often challenging demands of UK Taxation.
Estate Planning for US Citizens
Coordinated advice to support investors with ties to both the UK and US, or plans to move between the two.
Lending and Financial Consultancy
A tailored and holistic service to assist businesses and families with all their borrowing requirements.
Lifestyle Concierge
Our Concierge partner provides access to a range of services that alleviate the hassle of day-to-day tasks.
Residence and Domicile Advice
Guiding advisers safely through the maze of complexity that today’s tax system represents.
Stamp Duty Land Tax
Little understood areas relating to Stamp Taxes can provide excellent planning opportunities.
Tax Advice for HNW Individuals
Our Partner provides specialist advice on Income Tax and Capital Gains Tax for high net worth individuals.