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.

Back to homepageI am 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.

Back to homepageI agree
HomeAll ResourcesCPD CoursesProductsGuidesHear from the expertsWebinarsPlanning ScenariosVideos

Downing Estate Planning Service

A simple and flexible solution for estate planning, aiming  to provide full Inheritance Tax (IHT) relief after two years (and at death) by giving investors the opportunity to invest in BR qualifying businesses.

Learn more
Adviser Education Hub
/
All resources
/
Products
/
Downing Estate Planning Service
Filter
Resource
Topic
Case study
Business Relief
Inheritance Tax
Tax
Trusts

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

Read moreDownload
Read moreDownload
November 1, 2024
CPD Certification
10 min read
CPD Resource
Webinar (on-demand)
Inheritance Tax
Business Relief
Energy & Infrastructure
Property

Bi Annual webinar: Downing Estate Planning Service update

Our bi-annual webinar on the Downing Estate Planning Service, hosted in February 2024.

Read moreDownload
Read moreDownload
June 21, 2024
CPD Certification
30 min watch
CPD Resource
Guide
Inheritance Tax
Legislation
Tax
Business Relief

A comprehensive guide to Inheritance Tax allowances

A guide to IHT allowances and exemptions focusing specifically on the Nil-Rate Band and Residence Nil-Rate Band. As well as estate planning solutions such as Business Relief.

Read moreDownload
Read moreDownload
August 9, 2024
CPD Certification
15 min read
CPD Resource
Webinar (on-demand)
Business Relief
Inheritance Tax

Update on the Downing Estate Planning Service

Join us for the Downing Estate Planning Service (DEPS) bi-annual update webinar.

Register nowRead moreDownload
Read moreDownload
November 12, 2024
5 September 2024
CPD Certification
10:30am
CPD Resource
Product literature
Quarterly outlooks

Downing Estate Planning Service Q2 2024 Factsheet

For investment professionals only

Read moreDownload
Read moreDownload
August 30, 2024
CPD Certification
10 mins
CPD Resource
Video
Tax
Inheritance Tax

IHT planning with deeds of variation

Join our experts as they discuss deeds of variation and how they may be used in the context of estate planning.

Read moreDownload
Read moreDownload
November 5, 2024
CPD Certification
15 min watch
CPD Resource
Webinar (upcoming)
Business Relief
Inheritance Tax
Legislation
Estate planning

The Budget Lowdown: Opportunities and tax planning for financial advisers

Following the Government’s much-anticipated Autumn Budget, we understand that you or your clients may have questions about the announced changes and their impact.

Read moreDownload
Read moreDownload
November 19, 2024
25 November 2024
CPD Certification
45 min watch
CPD Resource
Hear from the experts
Energy & Infrastructure

Why investing in renewable energy assets is a compelling option for investors seeking stability

This article explores our strategic approach to diversifying a portfolio's revenue streams through the acquisition of renewable energy assets.

Read moreDownload
Read moreDownload
June 17, 2024
CPD Certification
10 min read
CPD Resource
No Resources Found

Sorry! We couldn't find any resources that match the filters you've selected. Try selecting different filters to find what you're looking for.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Lorem ipsum dolor sit amet elit. consectetur adipiscing praesent  dignissim eros faucibus

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent non dui consectetur dui dictum venenatis at ut risus. Suspendisse ac consectetur nisl, congue posuere ipsum. Donec tempor efficitur nunc, sit amet efficitur justo accumsan ut. Aliquam ut tellus lacinia, efficitur velit nec, auctor tellus. Praesent pulvinar, elit in consectetur porttitor, est ligula suscipit nunc, vitae dictum risus eros sed leo.

Nulla vitae velit finibus, dignissim eros eu, faucibus nulla. Donec felis justo, hendrerit non orci non, venenatis blandit urna. Nulla vitae lorem fringilla, semper urna vel, aliquet ante. Morbi ac augue orci.

Speak to an expert

Complete the form below and one of our experts will contact you shortly to learn more about your specific requirements.