On-demand talks
Update on the Downing Estate Planning Service
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.
VT Downing Small & Mid-Cap Income Fund Update
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.
Building Trust and Long-Term Value: How advisers can find the right balance in their clients’ investment
journey
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, a…
Update on the Downing AIM Estate Planning Service & Downing AIM ISA
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.
The Budget Lowdown: Opportunities and tax planning for financial advisers
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 liv…
The golden years: Tax planning for clients approaching retirement
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 wor…
Matching tax effective estate planning solutions to client needs
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 solu…