Stellar launches 'all-inclusive' tax planning tool

'First of its kind'

Sophie King
clock • 1 min read

Estate-planning specialist asset manager Stellar has launched an "all-inclusive" inheritance tax planning service intended to give advisers access to a network of legal and tax advisers, including estate administrators.

The company claims its Expert Partner Service is the "first of its kind" to be offered by an asset manager, and complements its existing range of tax-efficient discretionary managed portfolios. At launch, the partner service includes members such as the independent legal professionals network Farani Taylor, tax advisory service Obsidian and estate administration provider Kings Court Trust. Over time, Stellar said, it intended to add further partners to its scheme, including additional administrative tools and lifestyle services. Stellar business development director Matthew Steiner...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax planning

CGT: A stealth tax representing advice opportunity

CGT: A stealth tax representing advice opportunity

'The sharpest sense of grievance may be among business owners'

Andrew Aldridge
clock 12 August 2026 • 8 min read
The forgotten side of IHT planning: Giving clients permission to enjoy their wealth

The forgotten side of IHT planning: Giving clients permission to enjoy their wealth

'I believe IHT planning is becoming as much about psychology as legislation'

Lee Quinn
clock 11 August 2026 • 4 min read
IHT liabilities hit record £7.03bn in 2023-24 tax year

IHT liabilities hit record £7.03bn in 2023-24 tax year

Figures ‘set to accelerate’

Sophia Panayi
clock 30 July 2026 • 2 min read