An Introduction to Stellar ICENI for estate planning

Welcome to Stellar ICENI: an award-winning framework for advisers which combines specialist investment management with the essential professional services required for effective estate planning.

The Stellar Asset Management team has been active in the estate planning market for well over 20 years, and we understand the challenges and barriers that advisers face when supporting their clients in the area of specialist inter-generational wealth transfer.

The entire estate planning process incorporates many more factors than may have been considered in the past, and greater consideration has to be given to a multitude of circumstances that may affect the legacy being left for loved ones – including taxation, property inflation, legislation, health and later life care.