Individual Savings Accounts (ISAs) have been a staple of tax-efficient investing for over two decades. Offering tax-free growth and withdrawals, ISAs allow individuals to invest up to £20,000 per tax year, making them an essential part of a well-rounded financial plan. Use It or Lose It Unlike pension allowances, ISA allowances do not roll over.…
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Children are expensive, with research showing that the average child now costs nearly £250,000 from birth to their 18th birthday. Their wants and needs are satisfied more inexpensively when young. But when they get to their late teens and early twenties those ‘must-haves’ – the first car, the University education and even a deposit on…
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In today’s fast-paced world, prioritising health and wellbeing has never been more important. For those seeking a comprehensive yet convenient way to monitor and improve their wellness, the Oura Ring offers a cutting-edge solution. Combining sleek design with advanced technology, this smart ring has become a trusted tool for health-conscious individuals worldwide. What is the…
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The integration of technology into finance is transforming the way we manage wealth. These days, we use our phones to run our finances – everything from purchases to signing off accounts using digital signatures. AI – Artificial Intelligence – is only going to enhance these capabilities, providing data-driven personalised strategies and real-time analytics which will…
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We welcome Holly to the Foresight team as a Financial Administrator. Holly has worked in the financial planning industry for several years and comes complete with a methodical and organised approach to her work. Holly has a keen interest in social media from a previous career and will be posting team news on Instagram Outside…
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Christmas is a time for family, laughter, and a little healthy competition. For many households, no holiday season is complete without a good old-fashioned game of Monopoly. Whether you’re building your property empire, dodging bankruptcy, or charging rent to unsuspecting relatives, Monopoly brings the thrill of strategy and the occasional festive rivalry. But let’s be…
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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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Ever thought about how a book or a simple change in your habits can spark massive growth in your life? In the journey of life, the pursuit of personal development and growth stands as a beacon, guiding us towards our fullest potential. It’s a commitment to continuous learning, embracing change, and cultivating a growth mindset…
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We are delighted to welcome Thomas as a Client Manager who has joined us after working as a Paraplanner for another financial adviser. He has a Finance and Banking Degree from Sheffield Hallam and is another United supporter in the office – a Peterborough United fan. Keeping fit is important to Thomas and is a…
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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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