Services
- Business Relief
- Where we invest
  - Alternative investment market
  - Asset-backed
Diversification and choice
Our services offer the opportunity to be free of Inheritance Tax whilst retaining control of assets.
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News and insights
Find out all of the latest stories in estate planning.
About us
About us
Stellar was formed in 2007 with the aim of providing the tools to help mitigate Inheritance Tax. Today we remain an independent firm, wholly owned by our directors and staff, with wealth preservation at the forefront of what we do.
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We are committed to continual improvement.
News and insights
News and insights
Find out insights in the world of estate planning from our expert team.
To find out what we are doing about the introduction of Consumer Duty, click here.
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Webinars and events
We host a range of online and in-person events throughout the year.
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Lee Coates OBE

Co-Founder, ESG Accord

Lee spent 31 years running his own financial advice business (Ethical Investors), dealing exclusively in ethical and responsible investment advice. In 1998 worked with colleagues from Ethical Investors to establish an independent ethical research company (Ethical Screening) and in 2010 he launched Australia’s first animal-friendly Superannuation fund (Cruelty Free Super).

In 2011 he was awarded an OBE for ‘services to ethical business and finance’. In October 2020 he launched ESG Accord, an adviser support business assisting firms to implement robust compliance procedures to meet sustainability preferences requirements.