Facility to reclaim QROPS transfer charge, Montfort explains more… 18 Jul 2019

Earlier in the year HM Revenue & Customs published details on how expats, who have wrongly paid the Qualifying Recognised Overseas Pension Scheme (QROPS) Overseas Transfer Charge (OTC), are able to request a refund. Expats have always had the facility to reclaim the charge, however, the 2019 regulations formalise the process. This may have gone under the radar for some and therefore at Montfort we would like to draw attention to the new regulations which came into force in April this year ..

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MONTFORT IS RECRUITING: FINANCIAL ADVISER 18 Jul 2019

Montfort is seeking an experienced financial adviser to join its team of leading IFAs, pension transfer specialists and professionals. The position presents an opportunity to join a dynamic company offering excellent benefits and unrivalled in-house training and support. The role further provides outstanding career progression and first-hand experience within this complex area of global financial planning.  ..

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Malta changes advice rules on pensions 10 Jul 2019

Malta's Financial Services Authority (MFSA) have introduced new regulations to ensure advisers are regulated in the jurisdiction where the client is based.  The rules which came into effect on 1 July 2019 are welcomed by Montfort's Alex Norwood, leading adviser and pensions transfer specialist and shares his views with FT Adviser  ..

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MONTFORT'S ALEX NORWOOD ANNOUNCED AS FINALIST IN RETIREMENT PLANNER OF THE YEAR AWARDS 2019 14 May 2019

Montfort’s Alex Norwood, leading adviser, pension transfer specialist and associate director has been selected as one of the finalists in this year’s Retirement Planner of the Year Awards. This is a well-deserved achievement and, at Montfort, we are delighted that he has been recognised for his dedication and hard work. The awards will be held on 14th June 2019 and we wish him the very best of luck.  ..

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Montfort's Brexit Statement 20 Mar 2019

The UK Government has requested an extension to Article 50 and the planned Brexit date of 29 March 2019 from the European Union (EU). Theresa May announced her plans to the House of Commons yesterday.  ..
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Montfort Is Recruiting: Experienced Paraplanner 09 Mar 2019

Montfort is seeking an experienced paraplanner to join its team of leading IFAs, pension transfer specialists and professionals. This full-time position is a rare opportunity to join a dynamic company offering excellent benefits and unrivalled in-house training and support. ..
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UK: Unbeknown Tax Restriction To Affect UK Savers Accessing Pensions 06 Mar 2019

More and more UK savers are accessing their pensions ahead of retirement. Whether it be in their entirety, partial withdrawals or irregular contributions in line with pension freedoms, a new financial flexibility abounds the pensions industry. Appealing from the offset, tax loopholes and restrictions form a prevailing reality for many unsuspecting individuals, particularly when undertaken without professional advice. ..
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US: American Expatriates May Face Delay In Tax Return Refunds 08 Feb 2019

The US government has absorbed much of the world’s press in recent months. From Trump and trade deals to Hell-ish weather, one of the biggest stories is the government’s 35-day partial shutdown – one of the longest closures in US governmental history.  Officially ending Friday 25th January, the government’s reopening seemed in timely fashion with it just ahead of the Internal Revenue Service ( IRS)’s opening of its annual tax filing system. Though lucky for the majority of US citizens, the fortunes of US expatriates not currently residing in their home country, are not-so favourable. Advised they must wait to submit their tax returns and subsequently receive their refunds. ..
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Montfort Is Recruiting: Financial Adviser 06 Feb 2019

Montfort is seeking an experienced financial adviser to join its team of leading IFAs, pension transfer specialists and professionals. This full-time position is a rare opportunity to join a dynamic company offering excellent benefits and unrivalled in-house training and support. The role further provides outstanding career progression and first-hand experience within this highly complex area of global financial planning, working with some of the industry’s best.  ..
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US: Expatriates Navigating Unchartered Waters Between The UK & US 03 Jan 2019

The typical US expatriate faces immense financial complexities and particularly as they consider retirement in the UK or a return to the US. Engaging the services of a US-Anglo financial expert and industry specialist with the aim to safeguard finances, pensions and investments is key. Montfort’s Alex Norwood further explores.
 ..
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