Collaborative, tax efficient, inter-generational wealth management
A new service for advisers that combines specialist investment management with the essential professional services required for estate planning.
Stellar ICENI provides advisers with a holistic service which allows them to maximise estate planning and inter-generational wealth transfer opportunities for their clients, professional connections and beneficiaries.
ICENI is derived from the Brittonic word ychen (Echen) which is defined as lineage, family, source, origin.
An introduction from our chairman on our award-winning service and how financial advisers can add value to their existing business
A series of seminars & workshops across the UK on how advisers can unlock estate planning opportunities within their existing client base
Stellar ICENI gives financial professionals the tools to take part in the Inheritance Economy