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ITS Illustration Tool

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Useful Information

Foresight Inheritance Tax Solution (ITS)
Inheritance Tax Rate 40%

Foresight ITS Investor Guide Customer Agreement August 2025

Adviser details

Name

Surname

Organisation

Email

Phone number

Post code

Investor details

Date of illustration

Client name

Gross investment amount (£)

Adviser charges

Adviser initial charge (%)

Adviser initial charge (£)

Total (£)

Adviser ongoing charge (%)

Adviser ongoing charge (£)

Foresight charges

Foresight Initial Charge (fixed rate %)

Total (£)

Net investment amount growth scenarios

Scenario 1 (%)

Scenario 2 (%)

Scenario 3 (%)

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Inheritance tax solutions that support the

Description - 

Inheritance tax solutions that support the energy transition

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