Industry Voice: Maximising the tax-efficiency of retirement

BMO Global Asset Management
clock • 1 min read
Industry Voice: Maximising the tax-efficiency of retirement

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.  

 

More on Adviser tips

Partner insight: Client needs, investment process and principles: What comes first?

Partner insight: Client needs, investment process and principles: What comes first?

As advisers shift to a solutions-based approach, how can they ensure they continue to place customer needs first?

Ken Scott, head of investment solutions at Royal London
clock 03 September 2024 • 2 min read
Editor's view: A cause for celebration

Editor's view: A cause for celebration

The editor's Friday Night Takeaway from 19 July

Jen Frost
clock 19 July 2024 • 2 min read
Editor's View: A fond farewell and a thank you from me to you

Editor's View: A fond farewell and a thank you from me to you

The editor's Friday Night Takeaway from 12 July

Hope Coumbe
clock 12 July 2024 • 2 min read

In-depth

Analysis: Advice M&A continues apace as FCA review looms

Analysis: Advice M&A continues apace as FCA review looms

Firms taking very different approaches to buying and selling

Isabel Baxter
clock 18 November 2024 • 7 min read
Your Autumn Budget briefing: Tax and pensions changes Labour could have in store

Your Autumn Budget briefing: Tax and pensions changes Labour could have in store

Budget comes as prime minister says country 'embrace the harsh light of fiscal reality'

Jen Frost
clock 29 October 2024 • 22 min read
In view: Plotting PFS change

In view: Plotting PFS change

From first operating loss since 2008 to sponsorship, board and revenue changes

Jen Frost
clock 17 October 2024 • 6 min read