Library.
Case Study: From IPO to Independence
Robert was introduced to Foresight by an existing client, who had previously sold his business for a significant amount. Robert was working at a tech company that grew very quickly to a point where they had an Initial Public Offering (IPO. Robert ended up with a large shareholding and wanted to find out what his…
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Case Study: John and Linda’s Financial Success Story
John and Linda were initially introduced to after responding to a telesales campaign over 20 years ago. They had an existing financial adviser through their accountant, who had put in place a number of products over a period of time. However, there was no overall strategy in the client’s financial planning. As a result,…
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Torn Will triggers £800k family dispute
The family of 92-year-old Carry Keats is facing an £800,000 court dispute after she partially tore up her Will shortly before passing. Keats, who owned property and land in Wiltshire, tore up most of her Will on her deathbed, leaving her estate’s future uncertain. Here’s what’s at stake: If the court decides Keats’s actions legally…
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Case study: Simplifying estate after death
Samantha became a client of Foresight after attending one of our estate planning events. Her mother had recently passed away and she was not confident about what to do. The mother had collected a significant number of banking and investment accounts through her lifetime and, as sole executor and beneficiary, it now fell on Samantha…
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Case Study: Estate planning – BPR/Trusts/Wills
Glenda was recommended to Foresight by a friend following the death of her husband. Her husband had recently died and she knew that, on her subsequent death, the children would be left with a significant Inheritance Tax liability. Glenda also had concerns about protecting the wealth she would be passing on, due in part to…
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