We Deliver the Tools to Support Advisers
We provide a wealth of resources to help guide advisers, as well as convey how our Stellar AiM ISA Inheritance Tax (IHT) Service can work for their clients.
The Stellar AiM ISA IHT Service is designed to support advisers when shaping a legacy free from inheritance tax.
Provided that the portfolio is held for a minimum of two years, and at the time of death, this service ensures a simple way of retaining income tax and capital gains relief – while simultaneously navigating the landscape of inheritance tax.
Watch our video to learn more about the Stellar AiM ISA 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 AiM ISA IHT Service to learn more about the different planning options – and how they can work for a diverse range of clients.
AiM ISA Transfer Case Study
A Guide to APS Allowance
Transferring an ISA into an AIM Portfolio 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.