06 October 2021
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1 min read
We use a case study to look at how part withdrawals from a collective portfolio can add tax efficiency to the retirement (de-accumulation) phase on investment.
Read our latest article on BMO Adviser Edge to learn how to calculate a partial disposal, how this can to applied to a projected multi-asset fund in the decumulation phase and how part surrenders from a GIA can be made without incurring a CGT liability to support retirement income , while earning structured CPD.
Advisers today navigate a challenging environment. To thrive, a modern approach to practice management is essential.
24 February 2025
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1 min read
There are plenty of ways the advice industry can help women on their financial journeys and alleviate some of the disadvantages of those gaps.
18 December 2024
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Financial advisers are facing significant complexity in their planning for clients amid the generational wealth transfer that is coming.
11 December 2024
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Target market an expected focus as propositions have ‘questions to answer’
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Advisers said to be breathing collective sigh of relief
24 February 2025
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Should the industry be doing more to protect vulnerable clients?
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5 min read
