Downing Estate Planning Service – manager interview

Mehal Shah, investment manager at Downing LLP, talks to Wealth Club about Downing Estate Planning Service

The Downing Estate Planning Service invests in two BPR-qualifying companies that, in turn, invest in asset-backed businesses such as those operating from freehold premises, and energy infrastructure businesses that, again, should have a degree of asset backing as well as recurring revenues. We speak to Mehal Shah about the energy strategy. What kind of projects do they invest in? How do they make money, and what kind of asset backing do they have? Ultimately, why should investors looking to mitigate Inheritance Tax consider putting their money into such a strategy? Watch the video to find out.


Please note: the opinions expressed in this video are the interviewee's own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice nor a personal recommendation. The products featured are not suitable for everyone and capital is at risk. Tax benefits depend on circumstances and tax rules can change. If you’re unsure an investment is right for you, please seek professional advice. Please remember: past performance is not a guide to the future. 

Downing Estate Planning Service

Read our review of this offer and download the documents

Go to offer page