Intergenerational Planning

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 founded in London in 1986. Our vision is to be a leader in our chosen markets, so that we can deliver attractive returns for investors by investing in assets and businesses that contribute to a better future. Throughout our history, we have helped shape the investment landscape by designing innovative products that make investment more rewarding. Rewarding by being profitable for our investors, rewarding by helping businesses grow, and, through their success, ultimately being rewarding for society. Our private market expertise centres around sectors that we believe truly matter: from caring for the elderly to improving healthcare and from building homes to producing clean energy. In the world of listed equities, our boutique investment approach sets us apart and reflects our dedication to offering differentiated avenues for growth. Our pioneering spirit drives us to seek out opportunities that others might overlook. We also understand that responsible investments aren't just good for the bottom line – they are vital for creating a better tomorrow. Join us in building a future that's both financially rewarding and socially responsible.