Downing Estate Planning Service

Overview

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.

The service aims to preserve your capital and achieve moderate growth over the medium term by focusing on businesses in two distinct areas: asset-backed sectors and energy projects.

Additional information

  • Good to know
    • Downside Protection Cover: Included as standard if you're under the age of 90, this policy protects your initial net investment of a loss in value of up to 20% (conditions apply). 
    • Life Cover: Optional, covers 40% of your original gross investment (before charges) if you die within the first two years. 
  • Income

    Opt to sell shares to receive payment distributions quarterly, half-yearly or annually.

We're here to help

If you have any questions, please call us on 020 7416 7780 or email us at customer@downing.co.uk.