06 October 2021
•
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 operate in a competitive landscape, grappling with intricate client demands, increasing regulatory oversight, and volatile markets.
04 April 2025
•
1 min read
Sound investment advice is a significant part of an advisor's role to help navigate markets and prepare clients for major life changes, but wellbeing should be a key consideration.
02 April 2025
•
1 min read
Personalised advice is so pivotal in building trust. But how does this work in practice?
31 March 2025
•
1 min read
Nigel Farage-led party's policies would likely mean big tax changes if Reform came into power
30 July 2025
•
7 min read
Considerations include representation, showing not telling, and small business support
29 July 2025
•
6 min read
Prospective clients using AI tools to find financial advisers
17 July 2025
•
6 min read
