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Downing Estate Planning Service


Our Downing Estate Planning Service (the Service) has been structured with the aim of preserving investors' capital by focusing on businesses in two distinct sectors, which we believe are lower risk than some other tax efficient sectors:

  • Businesses trading from freehold premises. These businesses provide a level of protection compared to companies with no tangible assets because, in the event of poor trading, there will usually still be value in the freehold property. Examples: hotels, health clubs, care homes.
  • Energy businesses. These businesses usually benefit income that can be forecast with a high degree of certainty, which should help to manage risk. Examples: solar, wind, anaerobic digestion, reserve power, combined heat and power (CHP).


Key points

The Service has been designed with the following key features:

  • Take advantage of the chance to mitigate IHT liability through Business Relief
  • Target capital growth of 4% per annum over the medium term (this is a target and is not guaranteed)
  • Option to receive distributions (paid quarterly, six-monthly or annually at a level set by the investor)
  • Monthly access to capital with no penalties on exit (subject to liquidity)



Important Notice

Investing in our products will place your capital at risk and you may not get back the full amount invested. Any tax treatment may be subject to change and the availability and value of the reliefs depend on the individual circumstances of each investor. The availability of tax reliefs also depends on the investee companies maintaining their qualifying status.

Further information can be found at HMRC’s website. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. Unquoted or smaller company shares are likely to have higher price fluctuations and are likely to be more difficult to sell than shares quoted on the London Stock Exchange Official List. Website content is not intended to constitute investment, tax or legal advice. We recommend you seek independent advice before investing in any of our products.

Important Notice

Downing’s investments place your capital at risk and you may not get back the full amount invested. Past performance and forecasts are not a reliable guide to future results. Tax treatment may be subject to change and depends on individual circumstances. Smaller company shares are likely to have higher volatility and liquidity risks than other types of main market listed instruments. We recommend that you seek professional independent financial advice before investing. We do not offer investment or tax advice.

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