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The Adviser Hub draws on our in‑house expertise as well as insights from leading voices across the industry.

We hope to provide content that can help advisers achieve their objectives, improve their understanding of technical tax scenarios, bolster their relationship with clients, and meet their regulatory responsibilities.

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The quiet erosion of wealth

More estates are being drawn into Inheritance Tax as thresholds remain frozen and care costs rise. Learn what advisers should be discussing with clients today.

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7 min read

CPD Certification

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Video

Investments

The MGTS Downing Fox quarterly report review - Q2 2026

Managers Simon Evan-Cook and Alex Paget review the Fox Funds over the second quarter of 2026.

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CPD Certification

20 min watch

CPD Resource

Hear from the experts

Inheritance Tax

Business Relief

The quiet erosion of wealth

More estates are being drawn into Inheritance Tax as thresholds remain frozen and care costs rise. Learn what advisers should be discussing with clients today.

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Download

CPD Certification

7 min read

CPD Resource

Hear from the experts

Business Relief

Inheritance Tax

Estate planning

Why the opportunity in AIM is being misread

AIM companies are stronger than they were a decade ago, but sentiment has pushed valuations down. We explore what that mismatch could mean for long-term investors today.

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CPD Certification

5 min read

CPD Resource

Hear from the experts

Investments

The Downing Fox fireside chat series: Iridian Asset Management

Simon Evan-Cook sits down with Fund Manager, Todd Raker from Iridian Asset Management

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CPD Certification

30 min watch

CPD Resource

Video

Investments

The MGTS Downing Fox Q2 2026 commentary

The Fox managers explore the role of forecasting in portfolio construction and what valuations can realistically tell us about future returns in this quarterly commentary video.

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CPD Certification

12 min watch

CPD Resource

Planning scenario

Estate planning

Inheritance Tax

Planning scenario: Clients with a power of attorney in place

How attorneys can use Business Relief to reduce IHT on behalf of a client who has lost capacity - without Gifting assets away.

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CPD Certification

10 min read

CPD Resource

Planning scenario

Estate planning

Inheritance Tax

Planning scenario: Clients with limited life expectancy

Clients with limited life expectancy: How Business Relief investments can reduce IHT exposure in two years - even when time is short.

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CPD Certification

10 min read

CPD Resource

Planning scenario

Estate planning

Inheritance Tax

Planning scenario: Estate planning within an ISA

How AIM Business Relief investments can reduce IHT exposure from an ISA while preserving its tax benefits.

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CPD Certification

10 min read

CPD Resource

Video

Investments

The MGTS Downing Fox quarterly report review - Q1 2026

Managers Simon Evan-Cook and Alex Paget review the Fox Funds over the first quarter of 2026.

Read more Download

Download

CPD Certification

20 min watch

CPD Resource

Hear from the experts

Business Relief

Estate planning

Inheritance Tax

Business Relief has changed: what advisers need to know

Business Relief reforms are reshaping IHT planning. Explore the new BR allowances, AIM changes and what advisers should do next.

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CPD Certification

5 min read

CPD Resource

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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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