Providing Support, Advice and Reassurance
Our carefully chosen professional partners have a depth of knowledge in Estate and Inheritance Tax planning and offer wide ranging services to support financial advisers and their their clients.
These essential services form the foundations of good estate planning and allow advisers to maximise intergenerational wealth transfer for their clients and unlock business opportunities in this complex area of financial planning.
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 Estate Planning Services available:
Complex Family Wealth Planning
The ‘blended family’ requires an inclusive approach to estate planning.
Contentious Planning
Our Partner can review HMRC assessments and assist with calculations and negotiations.
Families and Succession Planning
Our partner advises families both onshore and offshore on how to pass wealth down the generations.
Family Investment Companies
This has become a popular mechanism for preserving, maintaining and growing family income and wealth.
Family Office Services
Finance and lifestyle management for wealthy families – all from a single point of contact.
Funeral Planning
Support for clients in making more informed decisions, giving loved ones more security.
Power of Attorney
Planning to meet the needs of those who may lack the capacity to look after their own affairs.
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Probate Insurance
Our specialist partner can provide comprehensive, instant cover with building and contents protection.
Probate Lending
Our partner has specialist knowledge and will be prepared to consider making a loan available promptly with minimum fuss.
Probate Property Services
From where you are now, through to the final completion of sale, with of all the steps along the way taken care of.
Probate Solutions
Professional assistance and expert guidance on the laws of Intestacy.
Property Valuations
Our specialist partner obtains independent valuations from at least three of the best performing estate agents in each relevant location.
Tax Advice for Trusts and Trustees
Trusts can provide an excellent vehicle for managing tax cost and providing asset security.
Tax Advice to Support Inheritance Tax Planning
Tax incentives and reliefs can provide abundant value for those able to access them.
Tax Disputes & Investigations
Our Partner can liaise between their client and HMRC, providing advice and representation.
Trusts & Trustee Services
Trusts can be a tax efficient way of transferring assets out of an estate to preserve them.
Will Writing
Our specialist partners help clients to ensure their assets will fall into the right hands.