Stellar Asset Management

Estate and Succession Planning

With over 30 years' tax planning experience, we specialise in creating tax efficient estate planning services which have been carefully designed with your clients in mind.

Planning and staying in control

Our Estate & Succession Planning Services allow your clients to enjoy their capital throughout their lifetime while at the same time ensuring they maximise tax efficiency for their beneficiaries.

Using long-standing legislation called Business Relief (formerly Business Property Relief) our services are designed to provide 100% relief from inheritance tax after two years, without the need for:

  • Trusts
  • Potentially Exempt Transfers
  • Any kind of physical transfer of value

Investment Choices

  • Forestry
  • Farming
  • Hotels
  • Renewable Energy
  • Residential Property Development
  • Bridging Finance
  • AiM Shares

A service for every client

Our services have been refined over the years and have been structured to be transparent and to offer clients a choice based on their investment approach.

Your client retains full control of their capital and can benefit from any capital growth and income that is generated. This ensures that their capital is always available if it's required (unexpectedly or otherwise) in the future.

Discretionary Managed AiM Portfolio Services

Investing in AiM

Clients can achieve full IHT relief after two years and retain full access to their capital.

AiM IHT Portfolio
  • Most diversified AiM portfolio in the market
  • Available on wrap platform
More

Protecting ISAs

Clients can transfer existing ISAs into our AiM IHT ISA for full IHT relief after two years.

AiM IHT ISA
  • Most diversified AiM portfolio in the market
  • Available on wrap platform
More

DISCRETIONARY MANAGED ASSET BACKED PORTFOLIO SERVICES

Capital preservation plus growth

Clients can protect their capital from IHT whilst growing their legacy for their children

Succession
  • Investing in high-security tangible assets
  • Access to 7 asset classes
More

Capital preservation plus income

Clients can generate a natural income, without drawing down capital, and achieve IHT relief.

Estate Planning Service
  • Investing in high-security tangible assets
  • Target income of 4.5%
More

Tailored solution for business owners

A bespoke service for business owners looking for greater tax efficiency.

Succession for business
  • Maintain IHT & Entrepreneurs' Relief
  • Defer CGT
More
How to get in contact
If you're based near London why not come and visit us at our offices?

Adviser Home Sponsors & Partners