Setting a benchmark for inheritance tax portfolios

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...