We are delighted to welcome Chris Porter as the latest member of our growing Client Manager team. Chris is coming on board as a Trainee Client Manager, to help deal with our ever-increasing workload Chris has significant financial services experience, having previously worked in Banking and Finance, speciallsing in pension administration for the last 9
Making a gift to your family and friends while you are alive can be a good way to reduce the value of your estate for Inheritance Tax purposes, ensuring those closest to you benefit from a lifetime of your hard work. Estate and tax planning is a complex area and professional financial advice can help
We are delighted to welcome Freddie Barton as the newest member of the Foresight team. He will be coming on board as a Trainee Client Manager, to help with the ever-increasing workload at Foresight. Freddie has previously worked at another practice as a Trainee Paraplanner and therefore already has a good understanding of what the
Individual Savings Accounts (ISAs) offer the opportunity to invest up to £20,000 annually. ISAs are a tax-efficient way of investing, with no liability to either Income Tax or Capital Gains Tax on the invested funds. Unlike pension allowances, the ISA allowance cannot be reclaimed from previous years. Therefore, if you are intending to utilise this
We are pleased to welcome Callum Robinson as a new member of the Client Manager team. He will be coming on board as a Trainee Client Manager, to help deal with the ever-increasing workload at Foresight. Callum has previously worked in the Hospitality Industry as a Manager and therefore has a great understanding of customer
We are pleased to announce that Foresight is once again a Finalist in the Professional Adviser ‘Adviser of the Year Firm’ Awards 2021. These seek to reward excellence and are one of the most prestigious in the financial planning profession, with over 200 advisers, firms, and providers being considered for the 2021 awards. Foresight has
The rules have now changed on how ISAs can be passed on to spouses and civil partners upon death. These rules now allow for a Continuing Account of a Deceased Investor (CADI), which improves the rules on Additional Permitted Subscriptions (APS). The process of inheriting these assets is now simpler and more tax-efficient, meaning fewer
We are delighted to say that, due to our continued expansion, we are looking to recruit four additional team members – two Client Managers (what other people call Paraplanners) and two Trainee Client Managers to join our dynamic and forward-thinking team. We have ambitious plans, and these can only be achieved by recruiting the right
Bitcoin has proven to be a phenomenon of the modern financial system that will just not go away. Despite a rollercoaster ride for speculators and holders of the alternative currency, interest in Bitcoin and other cryptocurrencies is again reaching record highs. Bitcoin, along with a range of other cryptocurrencies, have emerged in the last few years with proponents proclaiming
Over the past few years, there has been a growing demand from investors who not only want investment growth but also want to see the companies and funds they invest in providing benefit to the environment and communities. Known as ESG – Environmental, Social, and corporate Governance – the market is awash with claims of ESG friendly investments. In fact, the sector has been one of the fastest-growing, and this trend has accelerated dramatically during
Foresight Wealth Strategists 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
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