January 18 , 2019 / Posted by Lissa Horton / General / No Comments

New Team Member…

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

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January 18 , 2019 / Posted by Lissa Horton / General / No Comments

Thinking ahead…

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

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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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