Name: The golden years: Tax planning for clients approaching retirement
Start: 2024-09-10T09:30:00Z
End: 2024-09-10T09:30:30.000Z
Location: BrightTALK
Rating: 0

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.

The 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.

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

In today's ever-evolving financial landscape, simplicity is key. Join our upcoming webinar to gain invaluable insights into streamlining your Central Investment Propositions (CIPs) to safeguard your clients and enhance your practice.

What you will learn: 

- The power of simplification: Understand why unnecessary complexity can be detrimental to both your clients and your business. Learn how simplifying your approach can lead to better outcomes.

- Strategies to safeguard clients: Identify and eradicate investment activities and products that could compromise your clients' financial well-being. Discover best practices to ensure your clients' outcomes are protected.

- Crafting an effective Central Investment Proposition: Explore the essential components of a successful CIP that fulfills your Consumer Duty obligations. Learn how a well-designed CIP can strengthen your client relationships and boost your business.

Capital at risk. Returns not guaranteed. For professional investors only.

Why you should simplify your CIP: reducing risks and growing your business

AIM-ing for transition: how the Alternative Investment Market (AIM) can help the LGPS to meet both Mansion House guidelines and investment pool transition objectives.

Please join us for an educational webinar, where Downing’s AIM and LGPS specialists, Judith MacKenzie, Head of Downing Fund Managers; Nick Hawthorn, Fund Manager; and Bill Manahan, Director, UK Institutional Solutions will cover: 

- AIM – everything you need to know 
- How AIM can be a solution to address the current challenges facing LGPS – from the Mansion House guidelines, through to transitioning LGPS assets into the investment pools 
- Downing’s approach to investing in AIM – why following the herd may not lead to success and what strategies you should consider 
- Q&A – using our experience to answer your questions

Important notice: this webinar is intended for investment professionals only.  Downing does not offer investment or tax advice or make recommendations regarding investments. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 545025). Registered in England No. OC341575. Registered Office: St Magnus House, 3 Lower Thames Street, London EC3R 6HD.

AIM-ing for transition

The VT Downing Fox Funds range consists of four funds of funds, following distinct multi-asset strategies. Each portfolio differs depending on how much equity, or ‘growth’, exposure they have, enabling you to recommend the option you feel is right for your client. The Fox Funds are simple, reliable and user-friendly. They are designed to deliver good returns for your clients over the long-term, without the highs and lows along the way.

Join us for our upcoming live webinar tomorrow where Simon will dive into: 
• The Fox range – why they have been designed specifically for UK financial advisers 
• How they are adaptable to clients' specific needs 
• Why they are simple, reliable and user-friendly  
• And more on the key features of the funds 

Please feel free to submit any questions ahead of the webinar to downingfundmanagers@downing.co.uk, which Simon will answer live during the Q&A.

Introducing the VT Downing Fox Funds

Join our upcoming webinar, where our subject matter experts will be discussing our healthcare focused tax-efficient products and the opportunities they could provide for your clients in reducing their tax bill.

What will we be covering?

• The opportunities in healthcare
• Our healthcare investment strategy 
• The stand-out and differentiating features of our VCT and EIS/EIS KI 
• The depth and breadth of expertise within our award-winning healthcare team

Capital at risk. Terms and conditions apply. Tax treatments depend on your clients' personal circumstances.

Something different for tax year end?

Given the uncertainties that UK businesses are facing in the current economic climate, now is an important time for them to receive financial advice. 

Bank of England data shows that monthly deposits by businesses have increased by 38% from Feb 2019 to August 2022.* This provides a tremendous opportunity for advice on a variety of corporate planning issues. 

Join Downing’s Rebecca Ward and Tony Sime as they discuss the opportunities for advising corporates.  

By joining our webinar you will: 
- Be introduced to the opportunities for advising on corporates 
- Go through case studies and solutions for corporates 
- Understand more about Downing’s solutions and how we can help you 

Our subject matter experts:  
Rebecca Ward, Associate Director, Product Development 
Tony Sime, Partner, Sales Director

*Source: Bank of England Database | Monthly amounts outstanding of monetary financial institutions’ sterling retail deposits from private non-financial corporations. 31 August 2022. https://www.bankofengland.co.uk/boeapps/database/fromshowcolumns.asp?Travel=NIxSUx&FromSeries=1&ToSeries=50&DAT=RNG&FD=1&FM=Jan&FY=2001&TD=31&TM=Dec&TY=2022&FNY=&CSVF=TT&html.x=161&html.y=29&C=OQ1&Filter=N

Tax planning for business owners

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

Intergenerational Planning

Join Downing’s Rebecca Ward and Andy Howe, who will introduce and discuss the importance of Business Relief (BR) and the unique Inheritance Tax (IHT) planning opportunities that it provides. 

To bring BR to life, they will go through some case studies where BR is used as a tool for IHT relief and look at why powers of attorney frequently turn to BR solutions.  

By joining our webinar you will: 
- Become familiar with the concepts and importance of Inheritance Tax (IHT) and Business Relief (BR)  
- Hear about different business relief planning scenarios 
- Understand the types of due diligence questions to ask BR providers 
- Understand how Downing can help you 

Our subject matter experts:  
Rebecca Ward, Associate Director, Product Development 
Andy Howe, Partner, Sales Director

An introduction to Business Relief

Join our upcoming webinar to find out more about rising inflation, interest rates and energy prices and the opportunities this provides in the Energy & Infrastructure market.

By attending this webinar you will learn: 
- The investment opportunities arising in energy and infrastructure
- How inflation can be positive for revenues
- How to gain exposure to energy & infrastructure
- Why now is a good time to invest

Rising Inflation & Energy Prices - Opportunities in Energy & Infrastructure

In our recent Octo Members’ panel ‘Investing in Infrastructure’, an adviser, fund selector and fund manager debated the place of infrastructure in portfolios in terms of mitigating the current inflation effects but also the asset class’s role as part of broader strategic asset allocation.

Kerry Nelson, CEO of Nexus IFA, Josh McCathie manager of the VT Downing Listed Infrastructure Income Fund and Richard Philbin, Chief Investment Officer, Hawksmoor Investment Management also discussed the drivers behind infrastructure investing from the high correlation of other assets and the search for yield through to the need to harness private capital to drive the energy transition.

An asset in transition
McCathie highlighted the big shift in the last decade from being an asset that mainly featured in private markets to public markets, but which has now expanded in the past three or four years from core utility grade infrastructure to all sorts of categories including digital infrastructure.

Tactical but also strategic
The panel then discussed the merits of infrastructure in terms of tactical but also longer-term strategic asset allocation.

McCathie said that had been a lot of debate around 60:40 portfolios.

Nelson added: “Everything has been so correlated in the last 18 months and never more so than in the last six. You've got to look at other asset classes and investment solutions, to give an alternative that gives some diversification and behaves differently to what bonds are doing, what equities and what cash are doing.

What is the definition?
The definition does pose a challenge however.

The panel also felt that infrastructure investors were being drawn in for reasons of inflation hedging, diversification but also because it would likely meet some of the criteria for ESG and impact investing given its crucial role in the energy transition but at least for the latter some of the decisions still rest with the FCA.

Hot Topic: Investing in Infrastructure

This webinar will cover the latest investment highlights from the Downing Renewables & Infrastructure Trust and some exciting recent acquisitions.

Downing Renewables & Infrastructure Trust - Presentation with the Managers

In this webinar, tax-efficient product specialists from Downing and from KPMG's Family Office and Private Client tax team will cover:

Areas to consider ahead of the tax year end
A view of the current VCT & EIS landscapes
The tax-efficient products Downing offers

End of Tax Year Planning with KPMG

We're partnering with KPMG to help advisers get ahead with their end of tax year planning, before the 5 April 2022 deadline.

End of tax year planning with KPMG

In this session, Tom Williams, Head of Energy & Infrastructure and Tom Moore, Head of Asset Management, will discuss our outlook on the market, strategy, portfolio and pipeline.

A deep dive into our Energy & Infrastructure investment strategy

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

Pensions

retirement

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The golden years: Tax planning for clients approaching retirement

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