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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
Business Relief
Inheritance Tax
Estate planning

Advisers expect growing demand for Business Relief solutions after Budget speculation

Advisers anticipate rising demand for Business Relief solutions in IHT planning, following pre-Budget speculation that led many clients to rethink their strategies.

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March 25, 2025
CPD Resource
10 min read
Hear from the experts
Investments

How football stats inspired an alternative way to analyse funds

What can a popular football statistic teach us about investing?

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March 24, 2025
CPD Resource
15 min watch
Hear from the experts
Inheritance Tax
Estate planning

Advisers see boom in demand for IHT advice with new clients making most of the enquiries

The demand for Inheritance Tax (IHT) planning is rising, driven by new clients, and is anticipated to increase further due to recent legislative changes.

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March 26, 2025
CPD Resource
5 min read
Hear from the experts
Investments

Ten books for investment success – Insights from Simon Evan-Cook

Fund Manager, Simon Evan-Cook, shares ten of his favourite and key insights from a selection of books that have significantly shaped his investment philosophy.

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March 27, 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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Claire Trott
Danielle Strothers
Sean Moore
Rebecca Ward
Torsten Mack
Nick Hawthorn
Natalia Krol
Danielle Strothers
Torsten Mack
Sean Moore
Rebecca Ward
Roger Lewis
Tom Williams
Mark Dunn
Simon Evan-Cook
Jake Kelly
Mark Gross
Nick Priest
Tony Wickenden
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