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.
Our Partner can review HMRC assessments and assist with calculations and negotiations.
Our specialist partner provides advice in the often-overlooked area of Estate Administration.
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.
Power of Attorney
Planning to meet the needs of those who may lack the capacity to look after their own affairs.
Our partner has specialist knowledge and will be prepared to consider making a loan available promptly with minimum fuss.
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.