Discover how our extensive range of educational guides and placemats can help navigate the complex landscape of inheritance tax planning.

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 placemats – 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 Investments into an AIM Portfolio

Transferring an ISA into an AiM Portfolio

Additional Permitted Subscription (APS)

Using An APS Allowance

The Enable Strategy

The Maintain Strategy

How Our Trade Structure Works

How We Fund Our Projects

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

The Adviser Guide To The Inheritance Economy Guide

Stellar AM Case Study