Stellar @StellarAM_

A leading provider of estate planning services for advisers seeking to reduce their clients' exposure to Inheritance Tax stellar-am.com London Joined September 2009

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Stellar @StellarAM_

3 years ago

This week's Budget confirmed the depression and inflationary pressures experienced in the last six months of 2022 were overplayed. Click the link below to find out our CEO's thoughts on a Budget that added a spring to the step of consumers and investors. bit.ly/StellarSpringB…

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Stellar @StellarAM_

3 years ago

Not all EIS funds are the made the same. By partnering with @novagrowthcptl, our investors benefit from the ability to scrutinise the businesses supported by the Fund before they decide to invest. bit.ly/StellarBright #EnterpriseInvestmentScheme #EIS

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Stellar @StellarAM_

3 years ago

Safeguarding investments. Prudent risk/reward thresholds, backing from tangible assets and rigorous due diligence and legal documentation. This combination creates an exceptionally high level of investment protection for our clients. bit.ly/StellarSafegua…

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Stellar @StellarAM_

3 years ago

The largely unknown, yet widely available allowance for surviving spouses of ISA investors. bit.ly/StellarAPSISA #Finance #ISA

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Stellar @StellarAM_

3 years ago

Making sure clients have used their annual ISA allowance can help even cautious investors to continue to build a tax-efficient legacy that could support their beneficiaries for generations to come. bit.ly/StellarAnnualI… #ISA #AiM #Investing

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Stellar @StellarAM_

3 years ago

Merry Christmas and a Happy New Year from the Stellar team. We hope you stay safe and well and can take this opportunity to spend time with those nearest and dearest to you.

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Stellar @StellarAM_

3 years ago

Over the festive season our team numbers may be reduced, but we are committed to supporting you and your clients with any urgent concerns that may arise. If there is anything that we can do to help you, please contact a member of the Stellar team at [email protected].

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GrowthInvestorAwards @GIAwards

3 years ago

Next up is 'Best BR Investment Manager - Listed' And our 'One to Watch' is @StellarAM_ Well done to the team at Stellar Asset Management 👏👏 #GIA2022 #impactbeyondinvestment

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Stellar @StellarAM_

3 years ago

Join our team as they uncover the realities of implementing a four-day week and reveal the impact it has had on their well-being, productivity and morale. bit.ly/Stellar4DW #FlexibleWorking #FutureOfWork #FinancialPlanning

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Stellar @StellarAM_

3 years ago

Does the four-day week work? Join our team on Thursday 17th November as they uncover the realities of implementing a four-day week and reveal the impact it has had on their well-being, productivity and morale. bit.ly/Stellar4DW #FlexibleWorking #4DayWeek #Culture

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Stellar @StellarAM_

3 years ago

Join our team on Wednesday 2nd November as they take you behind the scenes of the wide range of business activities that power our Business Relief qualifying services and explore the benefits this diversification offers for both you and your clients. bit.ly/StellarTangible

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Stellar @StellarAM_

3 years ago

Tying the knot is not the only way that cohabiting couples can reduce their exposure to IHT. bit.ly/StellarCohabit… #FinancialPlanning #InheritanceTax #BusinessRelief

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Stellar @StellarAM_

3 years ago

We have taken the decision to remove initial fees from many of our services. Click the link below to find out how you and your clients could benefit from a wide range of innovative estate planning solutions without paying an initial fee. bit.ly/StellarInitial

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Stellar @StellarAM_

3 years ago

The taboo of families discussing financial planning is fading. Click the link below to find out how you could turn this interest into meaningful relationships and expand your client base. bit.ly/StellarDiscuss #FinancialPlanning #EstatePlanning #Finance

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Stellar @StellarAM_

3 years ago

We are excited to announce that we have been ranked by @Flexa_Careers as one of the most flexible finance and insurance companies 🏆 Flexible working practices have been a real focus of ours so it is an honour to be listed in these awards. #FlexibleWorking

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Stellar @StellarAM_

3 years ago

Stellar will be closed on Monday 19th September as a mark of respect for Her Majesty Queen Elizabeth II's State Funeral. We will re-open as normal on Tuesday 20th September. If you have questions in the meantime, please don’t hesitate to get in touch.

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Stellar @StellarAM_

3 years ago

We, at Stellar Asset Management, are deeply saddened to hear the news that Her Majesty The Queen has passed away. We are profoundly grateful for her extraordinary service to the nation and send our heartfelt condolences to The Royal Family. Rest in peace Queen Elizabeth II.

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Stellar @StellarAM_

3 years ago

After selling a business, many people are left with substantial amounts of capital that put their estate well above the inheritance tax nil-rate band. In this situation, there are a number of options that could be explored. bit.ly/StellarIHTBusi… #FinancialPlanning

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Stellar @StellarAM_

3 years ago

How does HMRC define Business Relief qualification? Assets are only assessed by HMRC for qualification on death and the distinction between investment and non-investment assets has shifted multiple times in recent years. bit.ly/StellarHMRC #BR

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Stellar @StellarAM_

3 years ago

Money can grow on trees. Last year we completed the sale of eight of the nine woodlands in our portfolio at well above target rates of return for investors. What makes forestry such a sound investment? bit.ly/StellarMCG #FinancialPlanning #EstatePlanning #Forest