Name: Update on the Downing Estate Planning Service
Start: 2024-09-05T09:30:00Z
End: 2024-09-05T09:30:37.000Z
Location: BrightTALK
Rating: 4.9

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.

Rebecca Ward, Head of Product, will be joined by Mark Gross, Head of Development Capital, and Sean Moore, Investment Director.  
 
The team will provide more information on the rights issue, including next steps for financial advisers, and will look at the exciting pipeline of opportunities for the Downing Estate Planning Service’s portfolio companies: Pulford and Bagnall.

Downing Estate Planning Service | Rights issue: What is the opportunity for investors?

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.

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

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

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

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

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.

Capital at risk.

Introducing the VT Downing Fox Funds

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

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.

Update on the Downing Estate Planning Service

Investment Strategy

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful banking and treasury insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on hot topics such as digital banking, payments disruption and non-bank competition. Learn how the latest treasury management strategies are helping to mitigate operational, financial and reputational risk.

Banking and Treasury

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Update on the Downing Estate Planning Service

Presented by

About this talk

More from this channel