We Deliver the Tools to Support Advisers
We empower advisers with the resources to promote our Stellar Income Inheritance Tax (IHT) Service to their clients.
The Stellar Income IHT Service is an asset-backed discretionary managed service, designed for advisers who are striving to create a legacy free from inheritance tax.
Provided that the portfolio is held for a minimum of two years, and at the time of death, investors and their beneficiaries will benefit from 100% tax relief – investing in a range of qualifying business activities that offer security and diversification, whilst seeking an income yield.
Watch our video to learn more about the Stellar Income IHT Service.
Case Studies, Guides and Quick Guides
There are many case studies, guides and quick guides available, but please find below those relevant to our Stellar Income IHT Service to learn more about the different planning options – and how they can work for a diverse range of clients.
Estate Planning Case Study
A Guide to Business Relief
Asset Backed Investments Quick Guide
Register for Additional Resources
To access further resources, and discover how our useful toolkits can benefit advisers and their clients, please complete the enquiry form opposite.