Foresight ITS - a solution that is fast, flexible and which leaves you in control
To download Tax Efficient Review’s Rating and Analysis of Foresight ITS – click here.
The prospect of giving up a proportion of your hard-earned assets to HM Revenue & Customs on your death is not something many people relish. Having paid tax throughout your life on your investments and savings, it can be galling for your beneficiaries to suffer an Inheritance Tax (IHT) demand on the estate you have worked so hard to create. So planning for IHT is something that everyone should consider and the greater your assets the greater the need.
The existing £325,000 tax-free threshold on estates offers some respite, however, this is frozen until 2015 and the rise in property prices over the last 20 - 25 years has taken many more people’s estates above this threshold, in which case there could be an IHT liability and a resultant demand from HM Revenue & Customs on any balance.
Giving investors a shelter from IHT after a period of two years from the date of investment
Foresight ITS is an investment structure designed to provide investors with a shelter from inheritance tax after a period of two years from the date of investment.
Foresight ITS gives investors the benefit of Business Property Relief (BPR). BPR is a relief from IHT provided for investing in trading companies whose shares are not listed on the main stock exchanges worldwide.
|Minimum investment||£25,000 |
|Maximum investment||there is no maximum|
|Additional Contributions||£10,000 or more at any time, (each “top up” will take two years to become IHT exempt)|
|Target investment sectors||infrastructure, energy efficiency, onsite power and PV solar|
|Target Returns||targeted annual returns of 3.5%|
|Income or Reinvestment||the choice is yours|
|Withdrawals||Minimum withdrawal £1,000. You can elect to take income monthly, quarterly, half-yearly or annually after 12 months, or maximise the tax shelter by leaving returns invested.|
Please be aware that by participating in our Inheritance Tax Solution, your capital may be at risk
Click here to download the Investor Guide
Click here to download the Customer Agreement and Application Form
Foresight IHT LLP is an appointed representative of Porta Verde Financial Services Limited, which is authorised and regulated by the Financial Services Authority (FRN: 519505).
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