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). Recent research illustrated that 6% of consumers aged 55 and over that seek financial advice from an Independent Financial Advisor have not considered IHT planning, despite IHT taking 40% of a total qualifying estate.   I believe that the reason for the record breaking

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

Junior ISA’s…

In recent years, housing prices have become steeper and steeper and getting on to the property ladder has become a distant dream for many. Due to these factors, young people have become more and more reliant on the bank of Mum and Dad. 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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March 23 , 2018 / Posted by Lissa Horton / General / No Comments

New Starter…

We are delighted to a new member to Foresight. Des Denniston is the newest recruit to our expanding Client Manager team.  Having had previous experience in the finance industry, he has fitted in well to the Foresight approach and is soon to begin studying for his Diploma in Financial Planning. Lissa Horton, Operations Director, said:

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March 7 , 2018 / Posted by Lissa Horton / General / No Comments

Data Protection at Foresight

We take your data security very seriously at Foresight, but protecting personal details is getting more difficult as technology evolves. Over the last six months, fraudsters have scammed an estimated £100 million by tricking companies or individuals to make ‘authorised transfers’ into a third-party bank account. One the payment has been made the money is

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