24716_Edi_infgphics_v2£5.4bn in2018-19

24716_Edi_infgphics_v2 3%

With the number of estates becoming liable to IHT increasing year-on-year, it is no surprise that more and more people are looking for alternative options. This is why we have created solutions to help investors to shelter their assets. 

The Foresight Inheritance Tax Fund was established more than seven years ago to provide a stress-free approach to estate planning. Investments in the Foresight Inheritance Tax Fund can currently be made through Foresight Inheritance Tax Solution (Foresight ITS) and Foresight Accelerated Inheritance Tax Solution (Foresight Accelerated ITS).

Foresight Inheritance Tax Solution
(Foresight ITS) 

Mitigate IHT in just two years, from the date shares are allotted, with Foresight ITS.

Foresight Accelerated Inheritance Tax Solution
(Foresight Accelerated ITS)

Immediately mitigate IHT, from the date shares are issued, with Foresight Accelerated ITS.

How does the Foresight Inheritance Tax Fund work?

The Foresight Inheritance Tax Fund invests into infrastructure businesses and other related trades which have a number of attractive characteristics for investors. Our strategy is to select investments which offer a combination of stable and predictable cashflows, low correlation to economic, business and market cycles and relatively low default rates. We place an emphasis on these areas to minimise the risk to capital and deliver stable returns.

This solution allows investors to benefit from investing in businesses which qualify for Business Relief (BR).

Contact our retail sales team to find out about our current offers

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020 3667 8199

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