Setting a benchmark for inheritance tax portfolios

Tracking real performance

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"While the ultimate goal of any tax mitigation service is to preserve wealth, it remains the case that it is the performance of any portfolio that will determine the absolute value of what gets passed on."
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"While the ultimate goal of any tax mitigation service is to preserve wealth, it remains the case that it is the performance of any portfolio that will determine the absolute value of what gets passed on."

People should to be able to measure the performance of any type of investment, writes Scott Longley, as he takes a closer look at the Inheritance Tax Portfolio Index launched by ARC in February last year

Given the long-term demographic and investment backdrop in the UK - an aging population with assets that, come the day, they may wish to shelter from the taxman - the popularity of inheritance tax (IHT)...

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