Montfort Supports CISI’s Financial Planning Week 26 Sep 2018

Montfort is thrilled to support the Chartered Institute of Securities & Investment’s Financial Planning Week, taking place 3rd – 10th October 2018.  ..

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The Deadline Is Nigh For UK Taxpayers With Offshore Tax Affairs 21 Sep 2018

Tick tock, tick tock…  ..

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Expatriates Win Appeal Over Delisted QROPS Tax Charge Assessments 13 Sep 2018

A landmark case came to a close earlier this week, proving in favour of a group of expatriates who won their appeal over penalties received on delisted Qualifying Registered Overseas Pension Schemes (QROPS). Signalling light for other expats in similar positions, the win provided support against HM Revenue & Customs (HMRC)’s delay in issuing unauthorised payment member tax charges assessments for expats who had invested in a Latvian-based pension scheme close to ten years ago.
 
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Uncle Sam Is Knocking As September Deadline For Offshore US & UK Historical Tax Payments Looms 06 Sep 2018

With September gearing into full swing and summer soon a distant memory, nothing marks ‘back-to-school’ more than the US tax filing deadline. Complex, convoluted and quite simply a headache, it’s very easy to see why September is a month of frenzy for any US taxpayer.
 
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Montfort Recruits Ex-HMRC Technical Tax Expert John Lovatt 04 Sep 2018

Montfort is thrilled to announce the addition of ex-HMRC John Lovatt to its technical team of expert global financial planners, international taxation agents and pension transfer specialists.  ..

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Advising On Overseas Pensions Involves Know-How & Ethics 22 Aug 2018

The topic of overseas pension transfers has undoubtedly caught the attention of many this year. Montfort's Geraint Davies further comments, and notably so, with the Department for Work and Pensions (DWP), announcing in March that the mandatory advice requirement on overseas pension transfers would remain unchanged for the foreseeable future.  ..
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Montfort Gets Glossy 07 Aug 2018

If you haven't already seen it, we're thrilled to present Montfort's latest glossy brochure.  ..

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What Can Investors Learn From Sport? 30 Jul 2018

With the FIFA World Cup over, it goes without saying that investors could learn a lot from the world of sports...
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Become A Paraplanner At Montfort 18 Jul 2018

Montfort is seeking an exceptional individual to join its rapidly expanding team of experienced paraplanners and advisors.

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Montfort Consult Launches 05 Jul 2018

Montfort is thrilled to announce the launch of Montfort Consult as a pioneering corporate division of the Montfort brand and pensions proposition.

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