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

Videos

Adviser Education Hub
/
All resources
/
Videos
Filter
Topic
Video
Business Relief
Inheritance Tax
Tax
Gifting

The order of gifting

Join our experts as they discuss the order of gifting and why it's important when it comes to estate planning, and much more.

View Download
Read moreDownload
CPD Certification
10 min watch
CPD Resource
Video
Business Relief
Inheritance Tax
Tax

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​. ​

View Download
Read moreDownload
CPD Certification
10 min watch
CPD Resource
Video
Business Relief
Tax
Inheritance Tax

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).

View Download
Read moreDownload
CPD Certification
3 min watch
CPD Resource
Video
Business Relief
Inheritance Tax
Tax

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​.

View Download
Read moreDownload
CPD Certification
6 min watch
CPD Resource
Video
Business Relief
Inheritance Tax
Tax

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).

View Download
Read moreDownload
CPD Certification
4 min watch
CPD Resource
Video
Tax

Unpacking risk in tax advantaged investments

Register to learn about the risks associated with tax advantaged investments

View Download
Read moreDownload
CPD Certification
30 min watch
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.

View Download
Read moreDownload
CPD Certification
15 min watch
CPD Resource
Video
Investments

How an active management allocation in your client’s portfolio can help mitigate the risk brewing in your CIP

Watch Simon Evan-Cook discuss the ways active investment managers can protect central investment portfolios a concentrated focus on mega-caps.

View Download
Read moreDownload
CPD Certification
3 min watch
CPD Resource
Video
Investments

True Defence: Helping to protect your clients against market volatility

Learn from Simon Evan-Cook how his defence component could protect your clients against market volatility by holding assets with a proven ability to defend when equities fall.

View Download
Read moreDownload
CPD Certification
3 min watch
CPD Resource
Video
Investments

The Tax Advantage of Fund of Funds: Avoid triggering a CGT tax liability.

Learn how a fund of funds could be the smarter choice for personal CGT limits by removing the unexpected CGT tax charges faced in the MPS structure.

View Download
Read moreDownload
CPD Certification
3 min watch
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.

We’re dedicated to helping financial professionals develop their knowledge and expertise

Downing have a team of dedicated specialists that work with advisers to allow them to provide the best products and services for their client.

Speak to an expert

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

man checking laptop