Tax Advisory and Estate Planning

Tax planning with specialist advisers is essential for creating the most efficient legacy possible for your clients. Obsidian, our partner of choice, can provide bespoke advice and recommendations to your clients whilst keeping you fully in the picture.

Obsidian focusses on strategic tax planning within the boundaries accepted by HMRC, using the reliefs available to achieve your clients’ objectives in the most effective way. They will guide your client safely through the maze of complexity that today’s tax system represents.

By working with a specialist Tax firm and wider partner service, you are able to maximise the potential of efficient wealth transfer and provide your clients’ beneficiaries with peace of mind that their inheritance is being administered by experts.

Get In Touch

Providing peace of mind and support

Tax Advisory is a bespoke service primarily aimed at business owners and high net worth individuals. Stellar has partnered with Obsidian Tax, a specialist tax advisory business to bring the much-needed service to our network of clients and IFAs.

Bespoke tax advisory services aimed at:

  • wealthy individuals
  • families
  • trustees
  • overseas clients
  • owner managed businesses
  • corporates

Tax Advisory Process

Our services encompass advice on all UK direct taxes, as well as tax disputes and investigations.

We regularly work with clients who are starting, selling, expanding or restructuring a business or group of companies, as well as those who are looking to pass on their wealth, invest in a tax-incentivised manner or provide for retirement.

In every case, our service begins with a thorough analysis of the client’s position and requirements, leading to a workable solution with a comprehensive implementation plan and timetable.

All clients will benefit from a dedicated team to deliver their personalised project plan.

The delivery of the service will be managed by one of the directors at Obsidian, and they will be supported by a project lead and a tax administrator to ensure the timely delivery of the agreed implementation plan.

A fixed-fee quote will be provided at the start of any project to ensure there are no unpleasant surprises further down the line.

Obsidian was founded in 2016 by Tom Moore and Faisal Sattar.

Tom began his career supporting Treasury ministers on matters relating to the Chancellor’s Budget, before holding positions with firms including Grant Thornton, PricewaterhouseCoopers, Duncan & Toplis and Haines Watts. His 30-year career has been spent exclusively in the field of tax.

Faisal is a seasoned entrepreneur with over a decade’s experience in the sector. Through his many business interests, which include health clubs and property development, he has a unique grasp of the needs of, and challenges faced by, business owners.

Together with their experienced team of specialist advisors, combined with the backing of a strong professional network, Obsidian provide a high level of bespoke tax advisory services.

Obsidian works within the boundaries set by HMRC to find ways for clients to minimise tax costs whilst achieving their commercial or personal objectives. Obsidian is well versed in the commercial and tax issues faced by high net-worth individuals and corporate clients and uses a combination of technical expertise and creative thinking to untangle the most complex problems.

The UK tax system is such that, without the right advice, even simple transactions can come with unintended tax costs. But for those who understand how to access them, it also offers an abundance of reliefs, concessions and exemptions. Drawing on over 100 years’ combined experience, Obsidian helps businesses and high net-worth individuals avoid the pitfalls, take advantage of the generous reliefs provided by the tax system and safeguard their assets.

No matter how complex the situation or challenge, Obsidian will work in collaboration with clients and  existing professional advisers to achieve the best possible outcome.