Name: Matching tax effective estate planning solutions to client needs
Start: 2024-08-06T09:30:00Z
End: 2024-08-06T09:30:27.000Z
Location: BrightTALK
Rating: 4.5

Downing is a responsible investment manager established in London in 1986. We manage c.£2.4 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.

Following the Government’s much-anticipated Autumn Budget, we understand that you or your clients may have questions about any changes announced and their impact. Join our live post-Budget webinar, where we will unpack all your questions and more with our panel of experts. 

Our panel will be hosted by Nick Priest, Partner and Head of Strategic Partnerships at Downing. Nick will be speaking to Judith MacKenzie, Partner and Head of Downing Fund Managers, Tony Wickenden, Managing Director at Technical Connection, and Claire Trott, Director and Pensions Expert at Technical Connection.

We will end with a live Q&A and you will be able to submit any questions in advance of the webinar, as well as throughout it. 

In the meantime, if you have any questions regarding the Budget and its impact, please don't hesitate to reach out to your local BDM or you can email the team at sales@downing.co.uk who will be happy to help. 

Capital at risk.

Unpacking the Autumn Budget

Join us for our bi-annual update on the Downing AIM Estate Planning Service (DAEPS).
 
Judith MacKenzie, Partner and Head of Downing Fund Managers, will be joined by Charles Hall, Head of Research at Peel Hunt.
 
Together they will unpack recent trends in the AIM index, key drivers and the role of AIM-listed companies in supporting the UK economy.
 
For investment professionals only. Capital at risk.

Update on the Downing AIM Estate Planning Service & Downing AIM ISA

What’s the minimum amount of work needed to run a Centralised Investment Proposition (CIP) that still does right by your clients? In this session, Simon Evan-Cook, founder of the MGTS Downing Fox Funds, examines this question. In doing so he’ll highlight how some popular, low-hassle CIP options might be about to face some hard times. He’ll also explain how some products, purely on account of their structure, can reduce hassle and lower risks for both you and your clients.

What’s the lowest-hassle CIP (that actually works)?

You’ll have heard that the inheritance tax (IHT) landscape is undergoing its most significant reform in decades. But what solutions are available to help clients who may need to rethink their existing strategies or start estate planning earlier? 

In this introductory webinar we will explain why we launched the Downing Growth Estate Planning Service to complement our existing suite of estate planning solutions. 

Jake Kelly, Sales Director, will explore how Business Relief (BR) can provide a fast track to IHT relief, including practical case studies, and will discuss how different estate planning strategies can cater to investors’ circumstances and investment time horizons.  

Mark Gross, Investment Partner, will explain how the Downing Growth Estate Planning Service will utilise our sector expertise and co-invest into an existing portfolio managed by Downing that is focused on the higher-returning assets and sectors within our asset-backed portfolio. 

Don’t miss out! Register now to secure your place. 

For investment professionals only. Capital at risk. Terms and conditions apply.

The Downing Growth Estate Planning Service

Join us for our bi-annual update on the Downing Estate Planning Service (DEPS). In this 30-minute session, we’ll unpack the latest DEPS performance and discuss strategic acquisitions, outlooks and more for both our energy & infrastructure and asset-backed strategies.

For investment professionals only. Capital at risk. Terms and conditions apply.

Update on the Downing Estate Planning Service

Join us for a one hour session designed to cut through the complexity and equip you with actionable insights for your clients, where we will: 

• Give a clear recap of the proposed Budget changes and their potential implications 

• Discuss where legislative uncertainty remains - and how to plan around it

• Explain why Business Relief planning is still a powerful tool in uncertain times

• Focus on how Downing's estate planning solutions are designed to adapt, with product features aligned to the evolving tax environment

Capital at risk.

Breaking Down the Budget: Tax Planning Scenarios for Financial Advisers – Part two

Nick Hawthorn, Fund Manager, and Natalia Krol, Product Manager, will provide an overview of our investment approach and the Service’s latest performance. The team will also discuss why we believe the case for investing in AIM companies remains compelling.

The Downing Estate Planning Service (DEPS) bi-annual update. We’ll discuss the latest DEPS performance and outlooks for both our energy and infrastructure, and asset-backed strategies.

For investment professionals only.
Capital at risk. Terms and conditions apply.

The VT Downing Small & Mid-Cap Income Fund aims to provide investors with an income by investing in a high conviction portfolio of between 30-50 companies. Our investment process prioritises an attractive yield in conjunction with long-term capital growth.

Join us for the upcoming webinar where our fund manager, Josh McCathie, will discuss the current investment landscape and strategies for harnessing the most promising opportunities.

Capital at risk.

VT Downing Small & Mid-Cap Income Fund Update

Volatility is normal but can be a barrier for investors who chase "yesterday’s winners. The challenge is educating them about long-term investing and managing the opportunity cost of short-term views. 

Join us as we discuss how advisers can help to guide clients through volatility with a view to more longer-term thinking in today’s investment landscape. 

Join Simon Evan-Cook, Fund Manager of MTGS Fox Funds, and Financial Planner Naomi Dickenson, as they discuss this, and much more:  

• The value of true diversification and what it really means for today’s portfolios. 

• Active vs passive management: When and why active management delivers value. 

• How to navigate volatility and manage client expectations in challenging markets. 

• The importance of understanding your clients’ “why” to create tailored, impactful investment solutions. 

• Why simplicity and transparency are critical for client trust and portfolio success.

Capital at risk.

Important notice: This webinar is for investment professionals only 
This webinar is for information only and does not form part of a direct offer or invitation to purchase, subscribe for or dispose of securities and no reliance should be placed on to inform any investment of tax planning decision.
Opinions expressed represent the views of the fund manager at the time of publication, are subject to change, and should not be interpreted as investment advice.  
Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.

Building Trust and Long-Term Value: How advisers can find the right balance in their clients’ investment journey

Join us for the Downing AIM Estate Planning Service & Downing AIM ISA bi-annual update.

Fund Managers Judith MacKenzie and Nick Hawthorn will be joined by Natalia Krol, Product Manager. The discussion topics will include:

• What's unique about our investment approach
• An update on performance and what has driven our returns
• The role of AIM-listed companies in supporting the UK economy

Capital at risk.

Following the Government’s much-anticipated Autumn Budget, we understand that you or your clients may have questions about the announced changes and their impact.  

Downing is committed to being a proactive partner in helping advisers navigate the recent regulatory changes and will be hosting a live webinar with Tony Wickenden, Managing Director, and Claire Trott, Director and pensions expert, from Technical Connection. 

The webinar will be hosted live at 12:30pm on Monday 25 November, and will cover the following:   

・Overview of the Budget  
・The timeline of amendments to inheritance tax and Business Relief  
・Changes that will likely affect small businesses  
・New post-budget technical tax planning scenarios 

We’ll end with a Q&A for you to submit any questions you or your clients may have.  

If you can’t attend the live session, we encourage you to still register as a recording will be available.   

In the meantime, if you have any questions regarding the Budget and its impact do not hesitate to reach out to your local BDM or you can email the team at sales@downing.co.uk who will be happy to help. 

Capital at risk.

The Budget Lowdown: Opportunities and tax planning for financial advisers

Overview
The youngest “baby-boomers” are now 60 years old, and with the majority of UK wealth in their hands, what happens next is crucial. This presents a huge opportunity for advisers to provide sound advice, both now, and for when this wealth changes hands.

Retirement today can take many forms. With previous retirees having a more simple structure compared to that of todays plethora of available retirement instruments, financial advisers have their work cut out to navigate the world of retirement advice in the UK.

In this webinar, we will touch on the ever-shifting goal posts in retirement planning – from state pension age and lifetime allowance, to the tools and products that can pave the way for smooth sailing for clients in their Golden Years.

The learning objectives for this webinar
Understand the many meanings of retirement in today’s age.
Understand how to create appropriate income strategies that consider an all-asset approach.
Understand how to apply decumulation ‘best practice’ principles to minimise tax leakage on drawdown.
Understand the legislative context in relation to taking income and cash from pensions and transferring the value of pensions.

The golden years: Tax planning for clients approaching retirement

The Downing Estate Planning Service (DEPS) bi-annual update. We’ll discuss the latest DEPS performance and outlooks for both our energy and infrastructure, and asset-backed strategies.

The VT Downing European Unconstrained Income Fund is perfectly positioned to seize the unique investment opportunity in Europe and help you access great valuations whilst diversifying your exposures.

Join us for the upcoming webinar where our fund managers, Mike Clements and Pras Jeyanandhan, will discuss the current European investment landscape and their strategies for harnessing the most promising opportunities.

Capital at risk.

Europe's resurgence: 5 reasons for optimism

Sign up to the second in our series of bi-annual updates on the Downing AIM Estate Planning Service (DAEPS) & ISA.

During the webinar, our Fund Manager Nick Hawthorn and Product Manager, Natalia Krol, will be be taking you through:
 
• An overview of our solution and differentiated strategy
• An update on the performance
• Our investment team's outlook on the UK market
• Standout companies within the portfolio

Please feel free to submit any questions ahead of the webinar to productdevelopment@downing.co.uk.

Capital at risk.

Downing AIM Estate Planning Service & Downing AIM ISA Bi-Annual Update

The investment landscape is becoming more herd-like and concentrated than ever before. This webinar focuses on the domination and impact a small handful of mega-cap businesses are having on multi asset portfolios and how advisers can help protect their clients against this risk.

Capital at risk.

The big risk brewing in your CIP

This session is designed to equip advisers with the knowledge and tools necessary to navigate the complexities of estate planning, from assessing the impact of Inheritance Tax (IHT) on estates to effectively engaging with clients about their estate planning needs.

In this webinar, we will delve into essential topics such as the significance of understanding client objectives, the nuances of asset class-specific planning, and the art of blending various estate planning solutions to meet individual client needs.

Whether you're looking to refine your approach to client conversations about IHT or seeking to deepen your expertise in estate planning strategies, this session promises to provide valuable perspectives and actionable insights.

Learning objectives for this webinar:
Understand the current legislative context for estate planning.
Appreciating the wide range of potential client aspirations in relation to intergenerational planning.
Appreciating the wide range of potential client aspirations in relation to the main asset types.

Matching tax effective estate planning solutions to client needs

Financial advisor

Financial Planning

tax planning

estate planning

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Matching tax effective estate planning solutions to client needs

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