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Most popular resources
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The US - still powerful but feeling a lot less safe. Trump is giving investors 'the ick'
Alex and Simon delve into market reaction to the US and Trump post Liberation Day
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Nearly two out of three advisers have been caught up in family bust-ups during IHT planning
Downing commissioned independent research shows that family involvement is important to advisers early on in the IHT planning process
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Probate delays force clients to cash in investments, adviser research shows
Clients affected by delays in granting probate are being forced to cash in investments and savings to bridge the gap, new research* from Downing shows.
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Market turmoil, tariffs and Liberation Day: Fund Manager commentary
What is happening in global markets right now? The Fox Managers dig into what's causing the turmoil
More than half of advisers would value support from specialist IHT providers
With the demand for Inheritance Tax (IHT) planning increasing, over half of advisers are seeking specialist IHT providers
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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.
How football stats inspired an alternative way to analyse funds
What can a popular football statistic teach us about investing?
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.
The Budget Lowdown: Opportunities and tax planning for financial advisers
Following the Government’s much-anticipated Autumn Budget, we understand that you or your clients may have questions about the announced changes and their impact.
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CPD course: Gifting
Take our CPD accredited Gifting course to broaden your understanding of Gifting as an inheritance tax solution and how it could benefit your clients.
Two year qualifying holding period and successive transfers
Understand how exemptions such as Successive Transfers and Quick Succession Relief can interact with Business Relief.
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?
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).
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).
Your guide to Business Relief
A useful guide to share with your clients in order for them to better understand Business Relief (BR), why it was established, and how it can be used as a form of estate planning to potentially reduce your Inheritance Tax bill.
Your guide to Inheritance Tax and estate planning
A useful guide to share with your clients in order for them to better understand Inheritance Tax (IHT), who it applies to, and some of the solutions that are available when it comes to estate planning.
From short videos to live webinars, everything you need in one place.
Enhance your professional development with our CPD courses designed for advisers and paraplanners
Explore our simple online CPD courses and get a CPD certification on completion. For bespoke and in-person CPD training sessions delivered by our in-house experts, please get in touch below.
Explore our library of upcoming and on-demand webinars
Join experts and thought leaders as we explore topics relevant to financial advisers and paraplanners today. Hear from our investment team as they talk about the sectors and markets they invest in. Learn more about the products and solutions available to your clients.
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