Whether you’re leaving the UK for career reasons or seeking a new life abroad in retirement, Montfort can help migrate your investments and pensions for maximum value.
Without expert planning you could suffer a UK 55% tax charge on unauthorised payments or be liable to pay high rates of tax in other countries.
How we help
We’ll work with you to avoid the pitfalls by:
01
02
03
04
Providing advice on global financial planning Find out more
Restructuring and facilitating the transfer of pensions in the most efficient way Find out more
Preparing your investments for the move Find out more
Tax planning to minimise costs in the UK and your new country of residence Find out more
As the longest-established provider of independent financial planning for emigration in the UK we have a proven track record in helping clients to transfer wealth safely and efficiently.