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.
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.
Most popular resources
.png)
The MGTS Downing Fox Q1 2026 commentary
The Fox managers discuss the importance of portfolio defence and how different assets help investors navigate uncertain markets in this quarterly commentary video.
The Budget gives planners the gift of time – and new risks for wasting it
How the Budget’s phased tax reforms reshape pensions, wrappers and estate planning: what advisers can do now.
.png)
The MGTS Downing Fox quarterly report review - Q4 2025
Managers Simon Evan-Cook and Alex Paget review the Fox Funds over the fourth quarter of 2025.
.png)
Advisers brace for Budget tax rises with Employee National Insurance and Corporation Tax top of the agenda
New research reveals nearly all financial advisers expect tax rises in the upcoming Budget, with Employee National Insurance and Corporation Tax increases seen as most likely. Downing’s Head of Retail Sales, Mark Dunn, says advisers must prepare clients for potential fiscal changes and highlight the importance of robust, tax-efficient investment strategies to support long-term financial goals.
.png)
Unlocking growth: estate planning for a new generation of clients
Exploring how frozen IHT allowances and pension reforms are reshaping estate planning - and how advisers can meet evolving client needs.
.png)
How to blend multi-asset products within a CIP - and why now is a particularly important time to get this right
Join Simon Evan-Cook and Paul Ilott in an expert-led session aimed at financial advisers seeking to optimise their Centralised Investment Proposition (CIP).
.png)
The Great Wealth Transfer – Understanding how policy shifts and evolving needs necessitate a revised approach
The “Great Wealth Transfer” was expected. But the rules of the game have just shifted, and many families are unprepared.
.jpg)
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.
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.
Hear from the experts
Downing are committed to adding real value when working with advisers. We partner with other thought leaders and experts in the space to ensure a broad and holistic wealth of knowledge is provided.
Find what you are looking for
Speak to an expert
Complete the form below and one of our experts will contact you shortly to learn more about your specific requirements.
Receive our updates
BRAND NEW: Inheritance Tax (IHT) Calculator
%202.png){kind=icon}
BRAND NEW: Inheritance Tax (IHT) Calculator