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

Budget Media Watch: Labour could scrap 'family farm tax'

Budget Media Watch: Labour could scrap 'family farm tax'

What the papers are saying about the Budget

Sophia Panayi
clock 22 September 2026 • 2 min read
CGT receipts see monthly rise but fall short year-on-year

CGT receipts see monthly rise but fall short year-on-year

CGT receipts reached £198m for August 2026

Sophia Panayi
clock 22 September 2026 • 3 min read
Royal London launches estate and inheritance planning framework

Royal London launches estate and inheritance planning framework

To help advisers prepare for ‘significant changes’ in April 2027

Jenna Brown
clock 22 September 2026 • 2 min read