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Hear from the experts

Downing are committed to adding real value when working with our adviser audience and so we partner with other thought leaders and experts in the space to ensure a broad and holistic wealth of knowledge is provided.

Read our range of expert commentary, opinion and analysis below.

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Business Relief
Inheritance Tax
Tax
What advisers asked
Trusts

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?

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November 21, 2024
CPD Resource
20 min read
Hear from the experts
Investments

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

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November 29, 2024
CPD Resource
5 min read
Hear from the experts
Business Relief
Inheritance Tax
Tax

The trust equation: Maximising Advice Alpha in financial planning

This article looks at 'Advice Alpha'—the measurable difference that quality financial advice makes in improving your client’s financial well-being.

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December 6, 2024
CPD Resource
15 min read
Hear from the experts
Business Relief
Inheritance Tax
Tax
Legislation

What does Labour’s victory mean for tax and financial planning?

In the wake of the recent Labour victory, what tax changes could emerge and what could they mean for your tax and financial planning strategies?

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December 6, 2024
CPD Resource
15 min read
Hear from the experts
Inheritance Tax
Legislation
Tax
Business Relief
Estate planning

Why are IHT receipts increasing year-on-year?

Learn why IHT receipts have been steadily increasing year on year, with recent figures revealing an upward trend.

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January 8, 2025
CPD Resource
5 min read
Hear from the experts
Business Relief
Inheritance Tax

The history of Business Relief and its role in IHT planning

This article traces the evolution of Business Property Relief from its inception to the present day, exploring its impact on estate planning.

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January 8, 2025
CPD Resource
5 min read
Hear from the experts
Tax
Inheritance Tax
What advisers asked
Business Relief
Legislation

Autumn Budget 2024: Navigating changes to Inheritance Tax (IHT)

Read this short update on the Autumn Budget proposals in respect of Inheritance Tax and Capital Gains Tax.

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January 8, 2025
CPD Resource
5 min read
Hear from the experts
Inheritance Tax
AIM market
Business Relief
Tax

Why should advisers consider AIM ISA solutions when estate planning?

In this article, we explore how investing in companies listed on the AIM market can be used as an effective estate planning tool.

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December 6, 2024
CPD Resource
5 min read
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.

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December 6, 2024
CPD Resource
10 min read
Hear from the experts
AIM market
Investments

Opposites attract. Or do they?

Head of Downing Fund Managers, Judith MacKenzie asks the question, could you benefit from blending growth and value?

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August 20, 2024
CPD Resource
7 min read
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