Setting a benchmark for inheritance tax portfolios

Tracking real performance

clock • 4 min read

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) portfolio offerings looks set to continue. Still, 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. As with most other areas of investment, the choice comes down to picking a winner among the proliferation of offerings available. Happ...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
 Be the first to hear about our events and awards programmes.



Already a Professional Adviser member?


More on Tax Planning

Simon Dawson / No 10 Downing Street

Spring Budget 23: Persistent tax avoidance promoters face charges

Government to consult on creating a new criminal offence

Jenna Brown
clock 15 March 2023 • 1 min read
Neil MacGillivray

Minimising CGT: Avoiding second property tax woes

Keeping good records is of utmost importance

Neil MacGillivray
clock 01 March 2023 • 3 min read
CGT receipts of £13.2bn in January reveal 24% year-on-year increase

CGT receipts of £13.2bn in January reveal 24% year-on-year increase

HMRC stats show upward trend ahead of April tightening

Jenna Brown
clock 21 February 2023 • 2 min read