Downing LLP

Downing: Your trusted IHT partner Established in 1986, Downing is an investment manager specialising in inheritance tax (IHT) solutions. Downing’s award-winning1 estate planning services total £1.2 billion AUM and provide investors with access to Business Relief-qualifying investments that are designed to offer relief from IHT after only two years. The Downing Estate Planning Service invests in a diversified portfolio of unlisted companies across 14 sectors and targets steady returns of 3-4.5% p.a. (net of fees). The Downing AIM Estate Planning Service, which is also available in an ISA wrapper, invests in 25-40 companies listed on AIM that we believe have strong potential for growth. All services include Wealth Guard – built-in downside protection that shields investments from a 20% fall in value at no extra cost – as well as optional Life Cover (see T&Cs for full details). Figures as at 31 March 2025 1“Best Tax and Estate Planning Solutions Provider” Investment Life & Pensions Moneyfacts Awards 2024 Capital at risk. For investment professionals only.