About Foresight
Founded in 1984, Foresight is a leading investment manager in real assets and capital for growth.
We invest in building cleaner energy systems, decarbonising industry and growing the economic potential of ambitious companies.
Our investments play an important role in reducing the world’s carbon emissions, improving social infrastructure for businesses and communities, and supporting the long-term growth of ambitious companies.
We combine decades of investment experience with in-house operational skills to actively manage a portfolio of over 450 assets throughout Europe and Australia. This hands-on approach helps us maximise overall value and provide attractive returns to our investors. Our wide range of private and public funds is complemented with a variety of investment solutions designed for the retail market.
Together, we are united by a shared commitment to building a sustainable economies and growing ambitious companies.
Business Relief (BR)
Learn more about the Foresight Inheritance Tax Solution ("ITS") and the Foresight Accelerated Inheritance Tax Solutions ("AITS")
MICAP Reviews
Foresight ITS and Foresight Accelerated ITS have been independently reviewed by MICAP, a UK-based research and due diligence platform focused on tax-advantaged and alternative investments. They are trusted by over 1,000 financial advice and wealth management firms from sole traders to national firms, IFA networks and private banks.
Below are selected highlights from the reviews. Financial advisers can use the links below to get free access to MICAP's Foresight ITS and Foresight Accelerated ITS reviews.
“Since its inception in 2012 the Fund has processed 2,333 investor exits totalling £323.9 million ranking in the top quartile for BR exits across the unlisted BR market with the average exit time of 15 days (in line with the market median of 15 days).”
“Since inception, the Fund has supported 1,923 successful BR claims, ranking in the top quartile for BR claims. Foresight is not aware of any HMRC queries or failed claims.”
“The Fund has met its performance target return since inception, delivering an average annualised return of 3.65% with-in the target range of 3.0% to 4.5%. As at 31 December 2024, share price total returns (“SPTR”) were 15.72% over three-years and 24.62% over five-years - both ranking in top quartile across the open unlisted BR market."
Foresight Enterprise VCT
Foresight Enterprise VCT Plc invests in some of the UK's most promising SMEs, with a current portfolio of over 35 companies across a range of sectors.
Please note that applications for Foresight Enterprise VCT are not currently open.
Get in contact
For more information, contact Nel Isaac on nisaac@foresightgroup.eu.
Alternatively, you can find your local Business Development Manager here.
Important Information
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.
MICAP is part of Defaqto, an independent researcher of financial products and is not authorised to provide financial advice. Foresight does not have any influence or control over the Defaqto ratings or MICAP reviews including the methodology used. Foresight cannot accept responsibility for their accuracy and should not be relied upon for investment decisions. Ratings and reviews, including their use by Foresight, might be subject to change and are not indicative of any future performance. For further information on Defaqto and MICAP, please refer to the following resources: https://www.defaqto.com, www.micap.com/review/69 and www.micap.com/review/565.
Past performance is not indicative of future performance and returns are not guaranteed.