New team member

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

read more

ISA Allowance 2020/2021

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

read more

The Stealth Tax Trap

The bill for COVID is coming, make no mistake about it. Yet, in a clever game of political smoke and mirrors, Chancellor of the Exchequer Rishi Sunak served up some hope in the Budget, freezing personal and corporation tax bands rather than increasing tax rates as originally mooted. All seems to be well until you

read more

Learn to enjoy your money

As a Wealth Strategist, one of the things that you learn at a very early point is that it is not the amount of money you have that makes you happy, it’s what you do with it that gives the enjoyment. And, although the richest clients are not necessarily the happiest, it is also true

read more

A New Team Member

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

read more

Business Exit Strategy – What’s Your’s?

An exit strategy is something that every owner of a small business looks for.  Even a one-person business still needs an exit strategy. The main questions that need to be answered are; how are you going to get your money out of the business and how much money are you going to get? Having an

read more

What motivates a successful entrepreneur?

Entrepreneur noun 1. a person who sets up a business or businesses, taking on financial risks in the hope of profit. As George W Bush once allegedly said when discussing the decline of the French economy. “The problem with the French is that they don’t have a word for entrepreneur.” No one gets to the

read more

Reasons Why You Need A Shareholder Agreement

When businesses are set up initially, it is often done in a fuzzy haze of optimism, blind faith, and self-belief.  However, further down the line, a healthy dose of realism needs to be injected into the heady mix.  In this article, we explore what happens if one of the owners dies, and how to protect

read more

Professional Adviser Awards Finalists 2021

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

read more

Investment Update – January 2021

Past experience has taught us that market environments that feature cheap financing, easy access to investments, the incentive to engage in speculative activity, and a technological or political “spark” tend to lead to bubbles. Bond prices are so elevated that a quarter of all global bonds are trading with negative interest rates.  Tesla now has

read more

DROP US A LINE

Thank you for your interest in Foresight. Please leave us a message and we will get back to you shortly.

    Name

    Email

    Your Enquiry

    Subscribe to Our Newsletter…