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

Spouses using different advisers can often cause difficulties

Spouses using different advisers can often cause difficulties

Looking at industry thoughts on the back of last week’s PA Asks poll

Hope Coumbe
clock 25 March 2024 • 1 min read
Editor's View: A very busy week and a very clear warning

Editor's View: A very busy week and a very clear warning

The editor's Friday Night Takeaway from 22 March

Hope Coumbe
clock 22 March 2024 • 2 min read
Editor's View: Will it be smooth sailing ahead for True Potential?

Editor's View: Will it be smooth sailing ahead for True Potential?

The editor's Friday Night Takeaway from 15 March

Hope Coumbe
clock 15 March 2024 • 1 min read

In-depth

March 2024: Month in review with deputy editor Jenna Brown

March 2024: Month in review with deputy editor Jenna Brown

Take a look at some of the news and feature highlights of the last month

Jenna Brown
clock 28 March 2024 • 5 min read
Will IFA-owned platforms take over the financial advice sector?

Will IFA-owned platforms take over the financial advice sector?

PA talks to industry experts on the future of adviser-owned platforms

Sahar Nazir
clock 27 March 2024 • 9 min read
PA Awards 2024: Winners' photo gallery from the night!

PA Awards 2024: Winners' photo gallery from the night!

The industry's best were celebrated in London last Wednesday

Professional Adviser
clock 26 March 2024 • 1 min read