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.  

 

Related Topics

BMO Global Asset Management
Author spotlight

BMO Global Asset Management

View profile
More from BMO Global Asset Management

Industry Voice: The adviser as life coach

Industry Voice: Improve your practice by challenging your biases

More on Adviser tips

Adviser, Talks event: How to grow your advice firm in an increasingly competitive market
Adviser tips

Adviser, Talks event: How to grow your advice firm in an increasingly competitive market

REGISTER NOW FOR ADVISER, TALKS... 16th JULY AT 1PM

Professional Adviser
clock 26 June 2026 • 1 min read
Scaling Smarter: Unlocking Growth in a Changing Advice Market
Adviser tips

Scaling Smarter: Unlocking Growth in a Changing Advice Market

Join us for an exclusive webinar exploring how advice firms can unlock growth by adapting to the evolving needs of clients, without compromising on quality or profitability.

Professional Adviser
clock 05 January 2026 • 1 min read
Partner Insight: Advised baby boomers are more retirement ready
Adviser tips

Partner Insight: Advised baby boomers are more retirement ready

Vanguard research shows most UK baby boomers are not on track to meet spending needs in retirement.

Georgina Yarwood and Warwick Bloore, Vanguard, Europe
clock 09 December 2025 • 9 min read

In-depth

Rise of the money coach
Your profession

Rise of the money coach

Advice hurdles pose as push factors but plenty of pull factors too

Sophia Panayi
Sophia Panayi
clock 30 June 2026 • 9 min read
'Bolder moves on taxation' likely if Burnham takes prime minister role
Tax planning

'Bolder moves on taxation' likely if Burnham takes prime minister role

Changes to CGT would have ‘clear implications for wealth planning’

Sophia Panayi
Sophia Panayi
clock 22 June 2026 • 4 min read
IHT on pensions: Advisers on a new way of working
Tax planning

IHT on pensions: Advisers on a new way of working

‘It has shifted the timing and focus of conversations’

Jenna Brown
Jenna Brown
clock 10 June 2026 • 8 min read