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

No u-turn on pension IHT overhaul as Finance Bill set to become law

No u-turn on pension IHT overhaul as Finance Bill set to become law

Poised to receive Royal Assent

Laura Miller
clock 18 March 2026 • 3 min read
The rise in UK trust registrations: What advisers need to know

The rise in UK trust registrations: What advisers need to know

Rise in trust numbers reflects regulatory expansion and growing awareness

Jemma Hotta
clock 16 March 2026 • 4 min read
IHT changes push wealthy families towards 'gifting with control'

IHT changes push wealthy families towards 'gifting with control'

Rethinking succession plans

Isabel Baxter
clock 16 March 2026 • 3 min read