Andrew Aldridge: Tax planning 'Top Trumps'

IHT mitigation

clock • 3 min read

Andrew Aldridge looks at the world of tax-efficient investments and assesses which relief is the trump card for advisers and clients...

Top Trumps, the classic age-old card game we've all enjoyed over the years, is described as, ‘Each card contains a list of numerical data, and the aim of the game is to compare these values to try to trump and win an opponent's card.' In the world of tax-efficient investments, this is often replicated on the standard presentation slide that shows the varying tax reliefs available via various government incentive schemes including, but not exclusive to: pensions, ISAs, business (property) relief, agricultural relief, social investment tax relief (SITR), venture capital trusts (VCT), the s...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Tax planning

Are you and relevant clients ready for Making Tax Digital?

Are you and relevant clients ready for Making Tax Digital?

Is this new regime actually simpler for clients?

Alex Ranahan
clock 15 April 2026 • 5 min read
Andrew Tully: The IHT on pensions illiquid assets challenge

Andrew Tully: The IHT on pensions illiquid assets challenge

'The need for advice is clear'

Andrew Tully
clock 10 April 2026 • 4 min read
Why the Scottish Budget means it's time to act to save your pension

Why the Scottish Budget means it's time to act to save your pension

'These changes may mark something of an inflection point'

Drew Nutsford
clock 02 April 2026 • 4 min read