Foresight Accelerated Inheritance Tax Solution Illustration

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Foresight Accelerated Inheritance Tax Solution (AITS)
Inheritance Tax Rate 40%

Foresight AITS Investor Guide Customer Agreement December20

Adviser Details

Name (required)

Organisation (required)

Email (required)

Postcode (required)

Investor Details

Date of Illustration (required)

AITS Application Type

Client One

Name

Age

Client Two

Name

Age

Gross Investment Amount (required)

Adviser Charges

Adviser Initial Charge (%)

Adviser Initial Charge (£)

Adviser Ongoing Charge (%)

Adviser Ongoing Charge (£)

Foresight Initial Charge

% Foresight Initial Charge (Fixed Rate)

Net Investment Amount Growth Scenarios

Scenario 1

Scenario 2

Scenario 3

Please note

The Foresight Inheritance Tax Fund aims to provide investors with a 3% net priority return on their portfolio value per annum. During the two-year initial period the investor’s net return may be less due to the higher annual management charge associated with Foresight Accelerated ITS.

Contact Us

Address

Location

Foresight in

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Foresight Accelerated Inheritance Tax Solution Illustration

Useful Information