Discover how our extensive range of educational guides and quick guides can help navigate the complex landscape of inheritance tax planning – or alternatively, click here to return to our Resource Centre.

Educational Guides

For a more in depth understanding of the different elements which contribute to our Inheritance Tax Services, please read our educational guides.

Inheritance Tax

Inheritance Tax

Business Relief

Business Relief

Power of Attorney

Power of Attorney

Business Owners

Business Owners

The AiM Index

The AiM Index

Quick Guides

For a quick summary to the many different aspects of estate planning, please read our selection of informative quick guides – featuring an insight into our IHT Services, our Partner Services, the Investment Economy planning opportunity, and more.

Alternative Investment Market (AiM)

Transferring AIM Portfolios

Transferring assets to an AIM Portfolio

Transferring ISA assets to AiM

Additional Permitted Subscription (APS)

Using An APS Allowance

The Enable Strategy

The Maintain Strategy

Using a Personal Trading Company

Funding Asset backed Businesses

Earmarking Assets

Stellar AM Case Study

Wealth Through the Generation

Stellar AM Case Study

Asset Backed Investments

The Residential Nil Rate Band (RNRB)

Stellar AM Case Study