We are pleased to announce that we are partnering up with Life After Law, who provide holistic, non-financial, pre-retirement advice, mainly to the legal profession. The central idea behind the concept is that we are now fortunate to be able to look forward to 20 or 30 years of active, productive life after we hang…
Pensioners are projected to make up a quarter of the adult population within the next 50 years because of improvements in life expectancy, according to an official review. The number of people of State Pension Age is expected to rise by 55 per cent to 19.5 million by 2075. The number of those aged over…
Every so often, a survey throws up a statistic that makes you stop, smile, and wonder what’s really going on. The Financial Conduct Authority recently published consumer research into how over 5,000 people in the UK save and invest. It covers weighty issues: pensions, ISAs, long-term wealth planning. But tucked away in the tables was…
A recent article in The Times suggested that families in London have paid three times more Inheritance Tax (IHT) than the total collected in Scotland, Wales and Northern Ireland. Estates of those who died in the capital paid £1.53 billion in the 2022-23 tax year, according to the latest HM Revenue & Customs data. This…
“I’ll sort that when I’m older.” If we had a pound for every time we’d heard that about Wills, we’d be rather wealthy by now. The truth? Wills aren’t just for the elderly—they’re for anyone who wants peace of mind about the future. As the pandemic starkly reminded us, life is unpredictable. And without a…
In August 2023 we welcomed Theo into the offices to do a week of work experience with us. He spent the week shadowing various people around the business and learning how day-to-day life is in a busy office. Let’s see what he got up to while he was with us… Embarking on my week of…
We are thrilled to announce that we have been shortlisted for two awards in the 2023 Money Marketing Awards. Josh Lenihan has been shortlisted for Financial Adviser 2B – for future generation advisers, and we have also been shortlisted for our Quantum Academy as the Best Adviser Academy. This is great confirmation of the importance…
A party to a marriage or civil partnership may understandably want to know whether their spouse would be awarded a share of assets they have inherited if they ever divorce, and what they could do to reduce the chance of this happening. Firstly, there is a general principle even where short marriage or civil partnerships…
The aims of the Chancellor in this year’s Spring Budget were to get people into work and keep them there, with key changes to childcare and pensions. The Office for Budget Responsibility (OBR) stated that the UK will not enter a technical recession and inflation will more than halve and reduce to 2.9% by the…
We are delighted to announce that this year we have been shortlisted by Professional Adviser again, this time not for one but three awards! At Foresight, we pride ourselves on excellence and are committed to providing the best advice and a great experience for our clients, whilst also supporting our team members through their careers. …
