For the Downing Estate Planning Service
The Downing Estate Planning Service (DEPS) aims to provide IHT relief after two years by investing in BR-qualifying companies and targets steady returns of 3-4.5% each year. Read the brochure for more information.
Before applying, advisers and investors should read the brochure and terms and conditions to understand how the Service works. When you're ready to proceed, complete the relevant application form and submit it to the address provided on the form.
We recommend you speak to your financial adviser prior to making an application.
The illustration tool (below) provides advisers with a quick, client‑specific view of how the Downing Estate Planning Service could perform over time, focusing on indicative charges, portfolio behaviour and potential outcomes.
This illustration tool is for the use of financial advisers only.
If you are a financial adviser, or discretionary fund manager call 020 7630 3319 or email us at sales@downing.co.uk
If you are a private investor please call 020 7416 7780 or email customer@downing.co.uk
