Real Assets
We build future energy systems and resilient infrastructure, backing emerging opportunities in technology, land and water.
Real Assets
Private Equity & Ventures
Real Assets
Private Equity & Ventures
Here, you’ll find the practical support, insight and resources you need to deliver strong client outcomes within the tax-advantaged investment landscape.
One of the most effective ways we can support you is by understanding where you are today.
We typically group advisers into three stages:
This allows us to tailor our support to your needs, whether that’s building confidence, accelerating activity, or scaling your approach.
Are UK families sleepwalking into an era of wealth destruction?
Inheritance Tax ("IHT") is rapidly becoming one of the defining planning challenges for advisers and their clients. Frozen allowances, rising asset values, and structural reform are pulling more families than ever into the IHT net.
We recently carried out adviser research to understand how these changes are playing out in practice and the insights are clear: the landscape is shifting quickly.
This isn’t being driven by a single policy, it’s structural:
Why this matters
OBR forecasts suggest IHT receipts will nearly double over the next five years. This is no longer just a high-net-worth issue but it’s becoming a mass-affluent challenge and advisers will need to adapt their approach accordingly.
How we support you
This is a fundamentally different IHT environment to the one advisers have operated in historically. Our role is to help you navigate that shift with the insight, tools, and support you need to act with confidence.
Designed to offer simplicity and flexibility, while investing sustainably to protect future generations.
Designed to uniquely combine the benefits of BR and life insurance.
A diversified portfolio of innovative businesses that are seeking an injection of capital to support their growth.
The course uses a blend of live webinars, selected pre-reading, short video content and practical workbook activities, all designed to help you move from the core principles through to client conversations, suitability and practical application.
Click the link below to browse the sessions and access learning materials.
Explore expert insights and practical guidance designed to help you stay informed, enhance client conversations and keep up with the latest industry developments.
Looking for more information on the funds on your panel?
Use our postcode finder and connect with your dedicated Business Development Manager.
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. Foresight Inheritance Tax Solution (“ITS”) should be considered longer-term investments 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. A failure to meet the BPR qualifying requirements could result in the investments losing their inheritance tax exempt status, resulting in adverse tax consequences for investors.
Investors should only invest in ITS on the basis of information contained in the applicable Documentation (including any Brochure, Fund Prospectus, Offer Documents, Key Information Documents and Disclosure Documentation) or Terms and Conditions of Investment as appropriate. Please refer to our Risk Warnings page for full general and specific risk information.