Asset manager Stellar, has launched an ‘all inclusive’ inheritance tax planning service that gives financial advisers access to a network of legal and tax advisers as well as estate administrators.
Expert Partner Service is the first of its kind to be offered by an asset manager and preferential rates have been negotiated with each partner organisation, to deliver further value to an adviser’s clients.
Matthew Steiner, business development director of Stellar, said: “Financial advisers often speak to us about their frustration with the difficulty of bringing together the range of experts their clients need, to a...