Adviser centre: Evelyn Partners

Downing's estate planning services

‍

Estate planning solutions are not one-size-fits-all. Our multi-solution offering enables advisers to select the option that best aligns with an investor’s individual circumstances and investment time horizon – or you can combine multiple services for a tailored approach.

Learn more about our estate planning solutions.

Wealth Guard

Unique cover designed to provide extra downside protection

We can't know for sure what the future will bring so it's important to plan for what may happen. At no extra cost to you, Downing's Wealth Guard covers a fall in value of up to 20% of your net initial investment (i.e. the amount you invested after charges) upon exiting the investment following death.

This is guaranteed for the first two years you are invested and covers up to £750,000 (therefore a maximum payout of £150,000). Cover will cease when you reach 90 years old. Watch this short video to better understand Wealth Guard and how it can benefit your investment.

Please refer to the terms and conditions (pages 13-14) for full details.
‍

Downing LLP does not provide advice or make personal recommendations and investors are strongly urged to seek independent advice before investing. Investments offered on this website carry a higher risk than many other types of investment and prospective investors should be aware that capital is at risk and the value of their investment may go down as well as up. Any investment should only be made on the basis of the relevant product literature and your attention is drawn to the risk, fees and taxation factors contained therein. Tax treatment depends on individual circumstances of each investor and may be subject to change in the future. Past performance is not a reliable indicator of future performance. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 545025). Registered in England No. OC341575. Registered Office: Downing, 10 Lower Thames Street, London, EC3R 6AF.

VAT Number: 112 940 149

Adviser centre:
Evelyn Partners

Downing's estate planning services

Available for you

‍Downing Prime Transfer Service

Wealth Guard

We're here to help