Downing Estate Planning Service: Existing investor

The Downing Estate Planning Service provides you with the opportunity to obtain inheritance tax (IHT) relief on your subscription after only two years (subject to conditions), while maintaining ownership and control of your capital.

State your preference on how you would like your money to be invested between the two main strategies: asset-backed trading business (such as care homes and specialist education schools) and renewable energy & infrastructure.

Provided you give us notice, you can access your portfolio twice a month with no charges or penalties.

If you elect to receive regular distributions on a monthly, quarterly, half-yearly or annual basis, these will be paid by a sale of shares from your portfolio. Alternatively, you can elect for any returns generated to remain in the service.

Note, all distributions are subject to liquidity. We will provide you with quarterly valuation statements to let you know how your investment is doing.