Finding opportunities to write estate planning business

As asset values rise, inheritance tax allowances remain frozen and the taboo of discussing financial planning continues to fade, the demand for IHT planning looks set to grow in the years ahead.

Could estate planning be an important business growth opportunity for you?

What planning opportunities are available for your clients?

Could Business Relief solutions help to protect their legacies?

In this webinar, our team explored a wide range of client planning case studies and how we can support your estate planning conversations with clients

Important Information

Stellar Asset Management Limited does not offer investment or tax advice or make recommendations regarding investments. Prospective investors should ensure that they read the brochure and fully understand the risk factors before making any investment decision. The value of investments and the income from them may fall as well as rise and is not guaranteed. No assurance or guarantee is given that any targeted returns will be achieved. Forecasts of potential future results are not a reliable indicator of actual future results.

Stellar Asset Management Limited of 20 Chapel Street, Liverpool, L3 9AG
is authorised and regulated by the Financial Conduct Authority.