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.

Back to homepageI am 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.

Back to homepageI agree
Sort
HomeAll resourcesCPD coursesProductsGuidesHear from the expertsWebinarsPlanning scenariosVideosEvents

Hear from the experts

Downing are committed to adding real value when working with our adviser audience and so we partner with other thought leaders and experts in the space to ensure a broad and holistic wealth of knowledge is provided.

Read our range of expert commentary, opinion and analysis below.

Adviser Education Hub
/
All resources
/
Hear from the experts
Filter
Experts
Topic
Hear from the experts
Business Relief
Inheritance Tax
Tax
What advisers asked
Trusts

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?

Read moreDownload
Read moreDownload
November 21, 2024
CPD Resource
20 min read
Hear from the experts
Investments

Fund of funds: A smarter choice for personal CGT limits

Learn how funds of funds are well suited to the lower personal Capital Gains Tax (CGT) free allowance

Read moreDownload
Read moreDownload
May 12, 2025
CPD Resource
5 min read
Hear from the experts
Business Relief
Inheritance Tax
Tax

The trust equation: Maximising Advice Alpha in financial planning

This article looks at 'Advice Alpha'—the measurable difference that quality financial advice makes in improving your client’s financial well-being.

Read moreDownload
Read moreDownload
December 6, 2024
CPD Resource
15 min read
Hear from the experts
Business Relief
Inheritance Tax
Tax
Legislation

What does Labour’s victory mean for tax and financial planning?

In the wake of the recent Labour victory, what tax changes could emerge and what could they mean for your tax and financial planning strategies?

Read moreDownload
Read moreDownload
December 6, 2024
CPD Resource
15 min read
Hear from the experts
Inheritance Tax
Legislation
Tax
Business Relief
Estate planning

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.

Read moreDownload
Read moreDownload
May 12, 2025
CPD Resource
5 min read
Hear from the experts
Business Relief
Inheritance Tax

The history of Business Relief and its role in IHT planning

This article traces the evolution of Business Property Relief from its inception to the present day, exploring its impact on estate planning.

Read moreDownload
Read moreDownload
January 8, 2025
CPD Resource
5 min read
Hear from the experts
Investments

How football stats inspired an alternative way to analyse funds

What can a popular football statistic teach us about investing?

Read moreDownload
Read moreDownload
March 24, 2025
CPD Resource
15 min watch
Hear from the experts
Inheritance Tax
Estate planning

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.

Read moreDownload
Read moreDownload
March 26, 2025
CPD Resource
5 min read
Hear from the experts
Investments

Ten books for investment success – Insights from Simon Evan-Cook

Fund Manager, Simon Evan-Cook, shares ten of his favourite and key insights from a selection of books that have significantly shaped his investment philosophy.

Read moreDownload
Read moreDownload
March 27, 2025
CPD Resource
5 min read
Hear from the experts
Inheritance Tax
Estate planning

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

Read moreDownload
Read moreDownload
April 22, 2025
CPD Resource
5 min read
Hear from the experts
Investments

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

Read moreDownload
Read moreDownload
April 24, 2025
CPD Resource
10 min watch
Hear from the experts
Inheritance Tax
Estate planning
Legislation
Quarterly outlooks

The evolving landscape of estate planning: insights from Downing’s Nick Priest

Estate planning shifts: Downing's Nick Priest shares insights on rising IHT demand and demographic trends on Lappin’s Biggish Big Issue podcast.

Read moreDownload
Read moreDownload
May 12, 2025
CPD Resource
20 min listen
Hear from the experts
Inheritance Tax
Estate planning

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.

Read moreDownload
Read moreDownload
May 12, 2025
CPD Resource
5 min read
Hear from the experts
Estate planning
Inheritance Tax

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

Read moreDownload
Read moreDownload
May 9, 2025
CPD Resource
5 min read
Hear from the experts
Investments

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

Read moreDownload
Read moreDownload
May 16, 2025
CPD Resource
10 min watch
Hear from the experts
Inheritance Tax
AIM market
Business Relief
Tax

Why should advisers consider AIM ISA solutions when estate planning?

In this article, we explore how investing in companies listed on the AIM market can be used as an effective estate planning tool.

Read moreDownload
Read moreDownload
December 6, 2024
CPD Resource
5 min read
Hear from the experts
Energy & Infrastructure

Why investing in renewable energy assets is a compelling option for investors seeking stability

This article explores our strategic approach to diversifying a portfolio's revenue streams through the acquisition of renewable energy assets.

Read moreDownload
Read moreDownload
December 6, 2024
CPD Resource
10 min read
Hear from the experts
AIM market
Investments

Opposites attract. Or do they?

Head of Downing Fund Managers, Judith MacKenzie asks the question, could you benefit from blending growth and value?

Read moreDownload
Read moreDownload
August 20, 2024
CPD Resource
7 min read
Hear from the experts
Legislation
AIM market

Pension companies unite - a catalyst to reignite the AIM market?

The Mansion House Accord now urges 10% to be invested into private markets – with half of that targeted for UK growth assets, including AIM and Aquis. Believe it? Action speaks louder than words.

Read moreRead moreDownload
Read moreDownload
May 15, 2025
CPD Resource
5 min read
No Resources Found

Sorry! We couldn't find any resources that match the filters you've selected. Try selecting different filters to find what you're looking for.

Claire Trott
Danielle Strothers
Sean Moore
Rebecca Ward
Torsten Mack
Nick Hawthorn
Natalia Krol
Danielle Strothers
Torsten Mack
Sean Moore
Rebecca Ward
Roger Lewis
Tom Williams
Mark Dunn
Simon Evan-Cook
Jake Kelly
Mark Gross
Nick Priest
Tony Wickenden
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.