We are proud to have been nominated as a finalist for ‘Adviser of the Year Firm ‘ in the Professional Adviser Awards 2019. Simon Booth – Managing Director said ‘To be a finalist in these prestigious awards is fantastic news and highlights our passion and expertise for providing the highest level of service to our
We are delighted to welcome Lorraine Marr to Foresight. Having had previous experience in the Finance and Accounting Industry, Lorraine has joined us as a Finance Manager. Lorraine has is a fountain of knowledge as well as being a whizz with numbers and is fitting well into the dynamics of the team. Lissa Horton, Operations
The last 12 months proved to be a record year for equities – but one many would rather forget. After a strong start to the year, with markets continuing the same upward trajectory to which many had become accustomed, the FTSE-100 hit record highs in May on the back of a weakened pound. Unfortunately, this
Inheritance Tax is only paid by about 5% of estates and yet in a recent poll it was voted ‘the most hated tax in the UK’. In the 2017/2018 Tax Year it raised over £5 billion for the Exchequer for the first time. Many people consider it to be unfair, and those having to deal
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
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
We are delighted to announce that two client managers – Mark Hughes and Sam Hudson have passed the DIPFS exams and are now Diploma qualified. Mark has also recently been promoted to Head of Client Managers. Huge congratulations guys!
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
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
During periods of heightened financial market volatility and increased levels of uncertainty it can be tempting to try and ‘time the market’ by selling assets and then buying back into the market at a later stage. For example, in the run-up to the vote on Brexit, many investors decided to sell down their portfolios to
Foresight is a trading style of Foresight Independent Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 612587 at www.fca.org.uk/register/ Registered in England and Wales No. 05897811 Registered Address: Richmond House, 1a Heath Road, Hale, Altrincham, Cheshire, WA14 2XP The guidance and/or advice contained within the website is subjected to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk