Intergenerational wealth preservation and succession planning are always hot topics when we speak with clients. The ability to protect your estate for the benefit of your family is always a key planning priority. Estate planning ensures that no beneficiaries go without, whilst enabling protection from the external factors which impact intergenerational wealth transfer. That is…
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Finding a suitable investment for a child’s inheritance can be a daunting task for parents. Often, the money comes with some form of emotional attachment due to the way it is generated. It is also not uncommon to see a reluctance to take investment risks because any loss is considered to be a waste of…
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Every year, the average person spends over 100 hours commuting to and from work, 2,500 hours at work and, believe it or not, travelling 8 miles a year on an office chair. The reason that these statistics are so important, is that so many people are concerned with when they are financially independent and can…
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Whether you were a Brexiteer or Remainer, we can all agree that the Brexit ordeal has been as confusing as it has been arduous. Even the most diligent of us have found it difficult to keep pace with the twists and turns of the negotiations; with an ever-changing cast of politicians and tabloid rhetoric only…
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We are pleased to announce that Foresight Wealth Strategists have been shortlisted again as a finalist for ‘Adviser Firm of the Year’ in the Professional Adviser Awards 2020. Simon Booth. Managing Director said ‘To be a finalist in these prestigious awards for a second consecutive year is a fantastic result and confirms our commitment to…
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On 4th December 2019, M&G suspended dealing in their £2.5 billion flagship UK Property Fund, after suffering nearly £1 billion of withdrawals in under a year. M&G stated that deteriorating market conditions had significantly impacted their ability to meet fund redemptions and that they plan to keep the suspension in place until they are able…
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The current investment landscape can be challenging for investors to navigate, with interest rates at record lows and likely to remain that way for a considerable period of time. Savers can no longer rely on deposit rates to generate the returns they require from their capital and this is forcing many investors to look at…
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There must be a Monopoly Board Game in every household – the classic game of strategy that teaches you how to manage your money. To be a winner you need to start investing early, build a strategic property portfolio with houses and hotels on – and then then start forcing your friends and family out…
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School summer holidays can be an expensive time of year and the daily mantra of ‘can I have money for…’ can soon become tiring. The cost of activities such as going to the cinema, visiting water parks and eating out can be a small fortune – which is most likely taken for granted. However, time…
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Services provider Carillion has found itself joining the likes of Toys ‘R’ Us and BHS, in becoming the latest company to self-destruct. Leaving a devastating effect on defined benefit (DB) pension savers. The Carillion disaster happened just as the Pension Protection Fund (PPF) reported that roughly two-thirds of the DB pension schemes in operation in…
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