Downing Growth Estate Planning Service

IHT relief after two years

The illustration tool provides advisers with a quick, client‑specific view of how the Downing Growth Estate Planning Service could perform over time, focusing on indicative charges, portfolio behaviour and potential outcomes.

As a reminder, the Service aims to provide IHT relief after two years and targets annual returns of 5-7%. We invest in businesses that we believe will qualify for Business Relief (BR) and that benefit from asset backing, meaning they are backed by tangible assets or an income stream. We believe this provides your investment with downside protection.

This illustration tool is for the use of financial advisers only.

How to invest

The first step is for advisers to review the brochure and terms and conditions to ensure a full understanding of the Service. When the adviser and their client are ready to proceed, the appropriate application form should be completed and submitted to the address provided on the form.

Advisers may wish to discuss the suitability of the investment with their clients before finalising and submitting an application.

Brochure Terms and conditions

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Downing Growth Estate Planning Service

IHT relief after two years

How to invest

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