Welcome to the Adviser Education Hub
This Hub has been designed for investment professionals only.
To get started, please confirm that you are an investment professional.
Disclaimer
By clicking below, you confirm that you are an investment professional authorised by the FCA. Once you confirm, you will be able to access the Hub. If you do not meet these criteria, please return to our main website.
Most popular resources
Key Inheritance Tax (IHT) terms and definitions
Explore our glossary of key Inheritance Tax (IHT) terms and definitions. Understand essential IHT terminology to navigate inheritance tax with confidence and ease.
Fund of funds: A smarter choice for personal CGT limits
Learn how funds of funds are well suited to the lower personal Capital Gains Tax (CGT) free allowance
BR basics series: Qualifying holding periods and Replacement Relief
It is important to understand the qualifying holding periods in the context of IHT planning because this will determine qualification of Business Relief qualifying assets.
BR basics series: The Nil Rate Band
It is important to understand the Nil Rate Band in the context of Inheritance Tax planning (IHT), because no IHT is payable unless an estate value exceeds this threshold.
BR basics series: Spousal Exemption
It is important to understand the Spousal Exemption in the context of Inheritance Tax (IHT) planning because it can impact when that planning is and is not needed.
CPD course: Business Relief advanced
Take our CPD accredited Business Relief (BR) course to understand more complex rules, reliefs and scenarios when it comes to Business Relief as an estate planning solution for your client.
Business Relief and Trusts
Understand an example of how Business Relief can be used to compliment a Trust in order to help mitigate an IHT liability
Two year qualifying holding period and successive transfers
Understand how exemptions such as Successive Transfers and Quick Succession Relief can interact with Business Relief.
Adviser questions series: Putting Business Relief investments into a Discretionary Trust
What IFA’s have been asking me this month: Can my client put their Business Relief investments into a Discretionary Trust to mitigate IHT liability when their spouse passes on their estate to their children?
Understanding Quick Succession Relief (QSR)
Join Downing's Nick Priest as he discusses qualifying periods and successive transfers, the difference in qualifying and non-qualifying assets and Quick Succession Relief (QSR).
The Residence Nil Rate Band (RNRB)
Join Downing's Nick Priest as he discusses maximising entitlement IHT reliefs and exemptions by understanding the interaction of Business Relief BR assets with RNRB.
Spousal Exemption in practice
Join Downing's Nick Priest as he discusses the two year qualifying holding period and Spousal Exemption and the role it plays in assets qualifying for Business Relief (BR).
The fourteen-year rule explained
Join our experts as they discuss the fourteen-year rule and explain the relationship between transfers made within the last seven years before death, and those made seven years after.
The order of gifting
Join our experts as they dicuss the order of gifting and why its important when it comes to estate planning, and much more.
The golden years: Tax planning for clients approaching retirement
Join our experts as we discuss, how to create appropriate income strategies that consider an all-asset approach and much more.
Matching tax effective estate planning solutions to client needs
Join our experts as they discuss the wide range of potential client aspirations in relation to estate planning and much more.
Your guide to Business Relief
Understand Business Relief (BR), why it was established, and how it can used as a form of estate planning to potentially reduce your Inheritance Tax bill.
CPD course: Business Relief fundamentals
Take our CPD accredited Business Relief (BR) course to broaden your understanding of BR as an inheritance tax solution and how it could benefit your clients.
Your guide to Inheritance Tax and estate planning
Understand Inheritance Tax (IHT), who it applies to, and some of the solutions that are available when it comes to estate planning.
From short videos to live webinars, everything you need in one place.
Enhance your professional development with our CPD courses designed for advisers and paraplanners
Explore our simple online CPD courses and get a CPD certification on completion. For bespoke and in-person CPD training sessions delivered by our in-house experts, please get in touch below.
Explore our library of upcoming and on-demand webinars
Join experts and thought leaders as we explore topics relevant to financial advisers and paraplanners today. Hear from our investment team as they talk about the sectors and markets they invest in. Learn more about the products and solutions available to your clients.
Hear from the experts
Downing are committed to adding real value when working with advisers. We partner with other thought leaders and experts in the space to ensure a broad and holistic wealth of knowledge is provided.
Find what you are looking for you
Speak to an expert
Complete the form below and one of our experts will contact you shortly to learn more about your specific requirements.
