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
Sort
HomeAll resourcesCPD coursesProductsGuidesHear from the expertsWebinarsPlanning scenariosVideosEvents

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.

Adviser Education Hub
/
All resources
/
Hear from the experts
Filter
Experts
Topic
Hear from the experts
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?

Read moreDownload
Read moreDownload
November 1, 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

Read moreDownload
Read moreDownload
June 21, 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.

Read moreDownload
Read moreDownload
June 26, 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?

Read moreDownload
Read moreDownload
August 9, 2024
CPD Resource
15 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.

Read moreDownload
Read moreDownload
June 17, 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.

Read moreDownload
Read moreDownload
June 17, 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?

Read moreDownload
Read moreDownload
August 20, 2024
CPD Resource
7 min read
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.