Wills are not just for old people

“I’ll do them when I am older.”  If I had a pound for every time that I had heard that phrase when asking about Wills, then I would be significantly more wealthy.  Unfortunately, as we all know, there are only 2 certainties in life – and suddenly taxes seem the more appealing. As the pandemic

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Investment Update – April 2021

A year has passed since the World Health Organisation (WHO) declared COVID-19 a pandemic.  In the year since, tremendous effort has been expended to stop the spread of the virus, and protect people and economies.  Whereas this time last year, equity markets were falling sharply, and corporate bond spreads were widening dramatically, many equity indices

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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

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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

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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

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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

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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

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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

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