January 13 , 2020 / Posted by Lissa Horton / General / No Comments

Professional Adviser Awards 2020

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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January 13 , 2020 / Posted by Josh Lenihan / General / No Comments

Property funds: Why they aren’t just bricks and mortar…

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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January 9 , 2020 / Posted by Ben Mulroney / General / No Comments

Unregulated mini-bonds

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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December 18 , 2019 / Posted by Lissa Horton / General / No Comments

Probate increases scrapped

During the General Election, we learnt that the Government has dropped its controversial plans to increase Probate fees – again. Under plans first unveiled in 2016, the minimum fee to be paid when administering an estate after death would have increased from £215 to £250, affecting all estates with assets of over £5,000 and less

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December 6 , 2019 / Posted by Sam Hudson / General / No Comments

Care Home Funding

Families are now self-funding care at a record level, with £7.74 billion paid for by families in the last year alone.  This was a 95% rise on the £3.97 billion self-funded in 2007, showing the massive increase in care home fees that families are having to provide for. This drastic increase has not been mirrored

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December 2 , 2019 / Posted by Ben Dyson / General / No Comments

Low cost investing…

Investment charges are an inevitable consequence of holding any investment.  However, it is important to realise that any costs reduce growth.  Active managers aim to justify their fees by outperforming the relevant benchmark or providing a specialist approach.  Passive or tracker funds simply track their relevant index. Index tracker funds have been designed to be

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Proposed gifting allowances

The Office of Tax Simplification (OTS) has proposed a shakeup of the current gifting rules in what many are seeing as a well-disguised tax grab. Currently, you can gift as much as you like during your lifetime, only triggering a tax charge on death if you have given away more than £325,000 in the last

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