![Industry Voice: Maximising the tax-efficiency of retirement](https://image.chitra.live/api/v1/wps/76af3a1/a2a9e4ad-fd37-4f65-aca5-ade8e697344a/1/post-retirment-planning-1-1-679x419.jpg)
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.