Foresight Group

About Foresight Group

For financial advisers that are authorised and regulated by the Financial Conduct Authority (“FCA”). No reliance may be placed upon the information below by retail investors.

Founded in 1984, Foresight Group is a sustainability-led alternative assets and SME investment manager with £bn £13.7bn of assets under management (as at  September 2025).

With a long-established focus on ESG and sustainability-led strategies, we aim to provide attractive returns to some of the world’s largest institutions and 30,000 private investors from hard-to-access private markets.

Our specialist investment solutions are designed to meet a variety of income, capital appreciation, and inheritance tax mitigation objectives to meet investors’ needs.


Dedicated Support

Our Business Development Managers (“BDM”) provide dedicated support to Financial Advisers and their clients. Meeting your needs is our number one priority.

Find your local BDM here or contact us on [email protected].

Alternatively, contact Blaine Webber, Hybrid Manager, Strategic Partnerships at Foresight Group on [email protected] or 07345590777.


Products

Business Relief
The Foresight Inheritance Tax Solution (“ITS”) was established to provide a straightforward approach to estate planning. It’s designed to offer simplicity and flexibility, while investing sustainably to protect future generations.

The Foresight Accelerated Inheritance Tax Solution (“AITS”) uniquely combines the benefits of Business Relief and Life Insurance, while investing sustainably to protect future generations.

The Foresight Enhanced Inheritance Tax Solution (“EITS”) recently launched to offer investors higher potential returns than typical Inheritance Tax Solutions, whilst still qualifying for the 100% unquoted Business Relief allowance.

Venture Capital Trusts (“VCTs”)
Foresight’s VCTs are managed by our award-winning Private Equity Team which comprises of 45+ investment managers, making them one of the largest and longest established in Europe. We were also named "Best VCT Investment Manager" at the Growth Investor Awards 2022.

Rather than just being London-centric, Foresight has twelve regional offices across the UK and Ireland creating a large origination network spanning these regions. A larger team and greater regional presence allow us to review more than 2,000 investment opportunities each year.

Click the links below to find out more about our VCTs:

Enterprise Investment Schemes (“EIS”)
The Foresight Technology EIS represents an exciting opportunity to invest into a portfolio of early-stage companies which are commercialising innovative technologies to address some of the world’s greatest challenges, including resource scarcity, ageing populations and increasing geopolitical tensions.
 


Useful Resources

Key Risks

Capital at risk: The value of shares or units and income from them may go down as well as up, and past performance is not a reliable indicator of future performance and may not be repeated. Capital is at risk, and investors may not get back the full amount invested.

Tax treatment: tax treatment depends on the investor’s individual circumstances and may be subject to change.

Qualifying status:
Business Relief (“BR”): There can be no guarantee that investments will continue to qualify for BR. A failure to meet the BR qualifying requirements could result in the investments losing their inheritance tax-exempt status, resulting in adverse tax consequences for investors. Foresight AITS is an integrated BR and insurance solution that gives investors immediate inheritance tax mitigation. For investment, insurance cover is only available to investors who meet the eligibility criteria for the relevant Insurance Category. Failure to meet such criteria or a misrepresentation in the eligibility declaration could result in the Insurer refusing to settle an investor’s claim under the Insurance Policy. 

VCTs: VCT tax reliefs are dependent on the VCT maintaining its qualifying status and on investors’ individual circumstances. If a VCT loses its qualifying status, tax advantages will be withdrawn from that point.

EIS: EIS tax reliefs are subject to change and investments may also rely on the company or investment opportunity in question meeting EIS qualifying criteria, which are not guaranteed. 

Volatility and liquidity: The products invest in be made in small unquoted companies and infrastructure, which carry a higher risk than many other forms of investment. The investments are therefore likely to be illiquid and difficult to realise.

Minimum holding periods: BR, VCT and EIS investments have minimum holding periods. If shares are sold before the minimum holding period, reliefs claimed may have to be repaid. Other reliefs may no longer be available.
 
This information is issued by Foresight Group LLP (“Foresight”), a firm authorised and regulated by the Financial Conduct Authority, under firm reference number 198020. Foresight’s registered office is at The Shard, 32 London Bridge Street, London, SE1 9SG.
Foresight’s products are not suitable for all investors. Any recommendation should be based on your client’s financial circumstances, objectives and needs. This document is intended for information purposes only and does not create any legally binding obligations on the part of Foresight.
Without limitation, this document does not constitute an offer, an invitation to offer or a recommendation to engage in any investment activity. Foresight does not provide financial, legal, investment or tax advice, and therefore potential investors should seek specialist independent tax and financial advice before deciding to invest.
Investors should only subscribe for shares or units based on the information set out in the Investor Guides, Information Memoranda, Prospectuses and the relevant Key Information Document/Key Investor Information Document (KID/KIID) before deciding to invest.
FundRock Partners Limited is the authorised corporate director (“ACD”) of the OEICs and Foresight is the Investment Manager and promoter of the funds.