At Stellar Asset Management, we strive to support advisers in any way we can – helping to create a pathway towards a more informed investment service. From helpful guides to detailed brochures, we deliver a wealth of resources to provide further insight into the inheritance tax landscape – and ultimately enhance the service which an adviser can offer their clients.

Click on the relevant hotbox to access our incredible range of resources.

Literature

Forms & Applications

Case Studies

Educational Guides & Quick Guides

Video Library

Performance Factsheets

Independent Research

IHT Insurance

Additional Resources

We also provide further resources to help advisers with their research and compliance obligations:

  • Illustrations
  • Due diligence questionnaires
  • Suggested suitability paragraphs
  • Terms of Business

To request any of these documents, please complete the form. Where an illustration is requested, we will make contact for client details.

 

Please complete the form below to let us know which documents are required for your relevant area of interest.

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