Intergenerational Planning

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Presented by

Rebecca Ward, Associate Director, Product Development; Laurence Callcut, Partner, Head of Sales

About this talk

Intergenerational planning has become a buzz word over the last few years, but why has it become an essential tool for financial planning firms? Join Downing’s Rebecca Ward and Laurence Callcut as they discuss the importance of intergenerational planning, and how business relief products can help protect then pass down clients' wealth. By joining our webinar, you will: - Become familiar with the importance of intergenerational advice - Get a brief recap on business relief - Go through case studies and intergenerational planning ideas - Learn about Downing’s inheritance tax solutions and how we can help you Our subject matter experts: Rebecca Ward, Associate Director, Product Development Laurence Callcut, Partner, Head of Sales
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Downing is a responsible investment manager established in London in 1986. We manage £2 billion of assets under a range of investment mandates across our funds, investment trusts and other products. Our key private market investment areas include renewable energy, infrastructure, and residential and operating real estate sectors. In public markets, we have a boutique of specialist fund managers that provide a distinctive suite of investment mandates.