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Hear from the experts
Business Relief
Estate planning
8/18/2026

The £2.5 million Business Relief allowance: what a defined cap means for adviser planning

Business Relief now carries a defined £2.5m allowance that can be quantified and modelled alongside the Nil Rate Bands. We look at what this means for adviser planning, and how the April 2027 pension changes affect estate exposure.

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CPD Certification
5 min read
CPD Resource
Hear from the experts
Hear from the experts
Investments
8/18/2026

The Downing Fox fireside chat series: Kempen Capital Management

Simon Evan-Cook sits down with Luc Plouvier, Executive Director of Kempen Capital Management

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CPD Certification
30 min watch
CPD Resource
MGTS Downing Fox Funds
Video
Hear from the experts
Hear from the experts
Business Relief
Inheritance Tax
Estate planning
8/10/2026

Beyond the tax rate: reassessing AIM in a changing estate planning landscape

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
Downing AIM Estate Planning Service
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Video
Investments
7/29/2026

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
MGTS Downing Fox Funds
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Hear from the experts
Inheritance Tax
Business Relief
7/23/2026

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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CPD Certification
7 min read
CPD Resource
Hear from the experts
Hear from the experts
Business Relief
Inheritance Tax
Estate planning
8/13/2026

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
Downing AIM Estate Planning Service
No items found.
Hear from the experts
Investments
8/13/2026

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
MGTS Downing Fox Funds
Video
Hear from the experts
Video
Investments
7/10/2026

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
MGTS Downing Fox Funds
Video
Product literature
Business Relief
AIM market
Inheritance Tax
7/10/2026

The case for AIM

This paper explores AIM's evolving role in estate planning and as an investment opportunity.

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CPD Certification
20 mins
CPD Resource
Downing AIM Estate Planning Service
Guide
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Rebecca Ward
Mark Dunn
Simon Evan-Cook
Mark Gross
Nick Priest
Tony Wickenden
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