Stellar shows the right initiative to win at the 2019/20 Tax Efficiency Awards
Stellar is proud to have won the award for “Education Initiative of the Year” at the Tax Efficiency Awards 2019/20 – recognising the leaps we’ve taken to help promote a greater understanding of Inheritance Tax & Business Relief to advisers and their clients.
A respected panel of advisers and sector watchers judged that our brand new service, Stellar ICENI showed the ambition to provide a collaborative, tax-efficient approach to intergenerational wealth management, over the past 12 months.
About Stellar ICENI
The judges were impressed with the offer to combine specialist investment management with the core advice disciplines required for efficient IHT planning and wealth transfer through the family.
The core independent services of Stellar ICENI that financial adviser can benefit from consist of:
- Legal and estate planning services
- Investment management services
- Tax advisory services
- Estate administration services
What next for the initiative?
On what the award means to Stellar, Corporate Director Matthew Steiner said:
“We are delighted to have been recognised for our collaborative education initiative Stellar ICENI. I would like to extend my thanks to our current partners and those advisers that have supported us at our Stellar ICENI events. We will announce our new partners and launching our 2020 events programme in the new year.”
To find out more on how our award-winning service can offer advisers a wholistic estate planning service to their clients, visit the Stellar ICENI homepage here:
