The Foresight Inheritance Tax Solution (Foresight ITS) is an innovative product designed to provide investors with a shelter from inheritance tax after a period of two years from the date of investment.
The Foresight ITS gives investors the opportunity to benefit from 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.
There is no maximum
£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
Targeted annual returns of 3.5%
Income or reinvestment
The choice is yours
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
Contact our retail sales team to find out about our current offers
Capital is at risk. The value of an investment, and any income from it, can fall as well as rise and investors may not get back the full amount they invest. An investment in the fund should be considered a long term investment and may be higher risk and more difficult to realise than an investment in listed securities. Tax reliefs are dependent on investee companies continuing to qualify for Business Property Relief and investors’ individual circumstances. Current tax rules are subject to change. Past performance is not a reliable indicator of future performance. Foresight Group LLP does not provide advice and the information on this website should not be construed as such. We recommend investors seek advice from a regulated financial adviser. Investors should only invest in the Foresight Inheritance Tax Fund on the basis of information contained in the Investor Guide and Key Information Document.
Foresight Group LLP is authorised and regulated by the Financial Conduct Authority (FRN: 198020).