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Author archives: Lissa Horton

October 9 , 2018 / Posted by Lissa Horton / General / No Comments

Time to reform inheritance tax?

In a recent survey, 90% of respondents voted for Inheritance Tax (IHT) as Britain’s most “hated tax”. Inheritance tax (IHT) has always been a productive source of revenue for the Government, with a record £5.2bn clawed in death duties last year.  These figures are particularity interesting given the recent introduction of the Residence Nil Rate

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October 8 , 2018 / Posted by Lissa Horton / General / No Comments

Global Threats and Lessons Not Learnt

Global growth still looks healthy, but pressure has recently built up due to Donald Trump ’s tariffs on steel and aluminium imports from neighbours Canada and Mexico, as well as the European Union, prompting retaliatory measures.  These actions have stoked fears that a trade war could escalate.  Mitsuhiro Furusawa, deputy managing director of the International

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August 2 , 2018 / Posted by Lissa Horton / General / No Comments

We are looking for a Junior Client Manager to … Join Our Team!

Foresight Wealth Strategists are dynamic and forward-thinking financial planning company based in Hale. Having recently relocated to spectacular new offices we require an additional Junior Client Manager (what we call Paraplanners) to join our friendly and fast paced team. Our team members are our greatest asset so we a provide a highly competitive starting salary along with a

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July 4 , 2018 / Posted by Lissa Horton / General / No Comments

Planning with Protection

Whether unmarried or facing a large liability, clients can find protection has a valuable part to play in inheritance tax (IHT) planning strategies.  Although life insurance policies do not reduce future liability, it can be used to cover a future IHT bill. For example, if a married couple has an estate worth £900,000, and cannot

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FREE Residence Nil Rate Band Briefing – Wednesday, 13th of June at The Mercure Bowdon

Important changes to the rules regarding Inheritance Tax came into effect with the introduction of the Residence Nil Rate Band in April 2017, which meant that £1m could fall outside a couple’s estate. For many local residents, this could mean that their main residence falls outside the scope of this pernicious tax. However, the many

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Inheritance Tax Planning…

Last year, HMRC collected a record-breaking £4.9bn from inheritance tax (IHT). One reason for the record-breaking inheritance tax collection is that financial planning is often conducted on an individual basis, rather than incorporating other family members.  So, instead of considering bequeathing assets to children alone, it could be worth considering how grandchildren and great-grandchildren can

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April 9 , 2018 / Posted by Lissa Horton / General / No Comments

Junior ISAs…

In recent years, housing prices have risen steeply and securing a rung on to the property ladder has become a distant dream for many. Due to these factors, young people have become ever more reliant on the bank of Mum and Dad. However, prudent and careful investment planning when a child is young could help

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FREE Residence Nil Rate Band Briefing – Tuesday, 17th April – The Bulls Head, Hale Barns

Important changes to the rules regarding Inheritance Tax came into effect with the introduction of the Residence Nil Rate Band in April 2017, which meant that £1m could fall outside a couple’s estate. For many local residents, this could mean that their main residence falls outside the scope of this pernicious tax. However, the many

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