By transferring high growth assets to My-Optimum, clients will pay Capital Gains Tax at current rates and on current values. Assets held in My-Optimum can be bought and sold and will not be subject to CGT while inside the policy.

 

This allows you to maximize your portfolio growth and ensure that you are able to reach your post retirement funding goals. In addition, income generated from those assets will grow tax-free inside My-Optimum offering an enhanced net return on investment.