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

Offshore bonds explained - how they work and what clients they are suitable for

Offshore bonds explained - how they work and what clients they are suitable for

Resurgence in interest over the past few months

Laura Purkess
clock 24 February 2026 • 5 min read
Webinar: IHT on pensions – Advisers' questions answered

Webinar: IHT on pensions – Advisers' questions answered

Join us on 10 March 2026

Professional Adviser
clock 20 February 2026 • 1 min read
IHT receipts continue climb to £7.1bn

IHT receipts continue climb to £7.1bn

Experts note ‘fairly modest’ growth

Jen Frost
clock 20 February 2026 • 3 min read