Estate planning for blended families

Buy well, manage well, sell well

Previously on the podcast, we have talked about using the AiM market as part of later-life planning. But this is not the only method that could be suitable for advisers and their clients. A person may choose to invest into tangible assets that can not only generate real value, but also offer a range of societal benefits.Hosted by Jonathan Gain CEO and guest David Stein, Investment Manager for Stellar Asset Management Please email Rebecca.Pennington@stellar-am.com [Rebecca.Pennington@stellar-am.com] with any feedback or episode topic suggestions. Thank you for listening

The benefits of using a company structure in later life planning

Hosted by Jonathan Gain CEO and guest David Stein, Investment Manager for Stellar Asset Management.Please email Rebecca.Pennington@stellar-am.com [Rebecca.Pennington@stellar-am.com] with any feedback or episode topic suggestions. Thank you for listening

Bigger isn’t always best

Todays episode is titled 'Bigger isn't always best.' Hosted by Jonathan Gain, CEO, and Stephen English, Investment Director of Stellar Asset Management, they take a look at the Alternative Investment Market (AiM) and discuss how has the market evolved over the year? Is there hidden value in small caps? What is the key determinants of success or failure? And more. Please email Rebecca.Pennington@stellar-am.com [Rebecca.Pennington@stellar-am.com] with any feedback or episode topic suggestions. Thank you for listening

Estate planning for blended families

Today, we discuss the taboo of discussing financial planning, the growing life expectancy and the impact on this has, the growth of blended families and the importance of flexible solutions… and more!Hosted by Jonathan Gain, CEO, and Daryl Hine, COO of Stellar Asset Management.Please email Rebecca.Pennington@stellar-am.com [Rebecca.Pennington@stellar-am.com] with any feedback or episode topic suggestions.Thank you for listening.

Debunking estate planning myths

In todays episode, we discuss debunking estate planning myths and answer the frequently asked questions around this topic. Hosted by Jonathan Gain, CEO, and Daryl Hine, COO of Stellar Asset Management.Please email Rebecca.Pennington@stellar-am.com [Rebecca.Pennington@stellar-am.com] with any feedback or episode topic suggestions.Thank you for listening.