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Downing Estate Planning Service

A simple and flexible solution for estate planning, aiming  to provide Inheritance Tax (IHT) relief after two years (and at death) by giving investors the opportunity to invest in BR qualifying businesses.

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Downing Estate Planning Service Q1 2026 Factsheet

For investment professionals only

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May 22, 2026
July 10, 2026
CPD Certification
10 mins
Product literature
Quarterly outlooks

Downing Estate Planning Service Q4 2025 Factsheet

For investment professionals only

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February 20, 2026
July 10, 2026
CPD Certification
10 mins
Hear from the experts
Estate planning
Inheritance Tax
Business Relief

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.

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February 2, 2026
July 17, 2026
CPD Certification
10 min read
Hear from the experts
Estate planning
Inheritance Tax

Inheritance Tax, pensions and the waiting game: Conversations to have now

With Inheritance Tax expanding and pensions coming into scope, now is the time for advisers to engage clients. Discover how to turn uncertainty into opportunity with strategic estate planning conversations.

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November 18, 2025
April 15, 2026
CPD Certification
8 min read
Product literature
Quarterly outlooks

Downing Estate Planning Service Q3 2025 Factsheet

For investment professionals only

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November 6, 2025
June 16, 2026
CPD Certification
10 mins
Product literature
Quarterly outlooks

Downing Estate Planning Service Q2 2025 Factsheet

For investment professionals only

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September 29, 2025
July 10, 2026
CPD Certification
10 mins
Product literature
Quarterly outlooks

Downing Estate Planning Service Q1 2025 Factsheet

For investment professionals only

Read moreDownloadDownload
Read moreDownload
July 10, 2026
CPD Certification
10 mins
Product literature
Quarterly outlooks

Downing Estate Planning Service Q4 2024 Factsheet

For investment professionals only

Read moreDownloadDownload
Read moreDownload
July 10, 2026
CPD Certification
10 mins
Product literature
Quarterly outlooks

Downing Estate Planning Service Q3 2024 Factsheet

For investment professionals only

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Read moreDownload
July 10, 2026
CPD Certification
10 mins
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