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

A CII spokesperson said: "We are aware of an IT issue, which resulted in a couple of candidates being unable to access their CF6 Mortgage Advice exam for 15 minutes this morning."

Advisers face renewed CII exam tech issues

'Kicked out of the system'

clock 26 July 2022 • 2 min read
The academy offers support for those who may have the necessary qualifications but don't work in client facing roles to establish themselves as financial advisers

Just Wealth academy launches client facing fast track option

‘Step out of the shadow’

clock 13 July 2022 • 2 min read
A Salomon spokesperson has confirmed that Phillips joined the company in April 2022

Solomon Capital hires former Quilter acquisitions director

She joined Quilter in 2018

clock 12 July 2022 • 1 min read

In-depth

The pursuit of (post-acquisition) independence

The pursuit of (post-acquisition) independence

Acquirers 'want investment revenue'

Jon Yarker
clock 07 April 2022 • 8 min read
What should adviser firms do when a SIPP provider goes bust?

What should adviser firms do when a SIPP provider goes bust?

A port in a storm

Hannah Godfrey
clock 09 March 2022 • 7 min read
Return of the Provider: A vertical integration story

Return of the Provider: A vertical integration story

Eight providers and their advice arms

Tom Ellis
clock 02 March 2022 • 7 min read