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Investments
7/3/2026

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
6/23/2026

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
6/4/2026

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
Product literature
Quarterly outlooks
5/26/2026

Downing Estate Planning Service Q1 2026 Factsheet

For investment professionals only

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CPD Certification
10 mins
CPD Resource
Downing Estate Planning Service
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Planning scenario
Estate planning
Inheritance Tax
5/18/2026

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
Planning scenario
Estate planning
Inheritance Tax
5/18/2026

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
Planning scenario
Estate planning
Inheritance Tax
5/18/2026

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
Planning scenario
Hear from the experts
Estate planning
5/13/2026

The collision of wealth and health

What happens when peak wealth coincides with declining capacity? Insights for advisers on building resilient plans that still work over time.

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

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.

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CPD Certification
20 min watch
CPD Resource
MGTS Downing Fox Funds
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Rebecca Ward
Mark Dunn
Simon Evan-Cook
Mark Gross
Nick Priest
Tony Wickenden
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