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.
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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2 min read
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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2 min read
From how much clients should be saving towards retirement, to dipping into pension pot, tax implications and more, Lisa Conway-Hughes, chartered financial adviser at LCH Wealth answers our questions on retirement planning.
05 December 2024
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1 min read
First year marked by challenges and change
17 December 2024
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11 min read
‘If advisers aren’t taking this seriously, they are in breach of the FCA rules’
28 November 2024
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6 min read
Firms taking very different approaches to buying and selling
18 November 2024
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7 min read
