Montfort Is Recruiting: Financial Adviser 26 Nov 2018

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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Montfort's US-Anglo Financial Planning Service 21 Nov 2018

Happy Thanksgiving and what better time to celebrate Montfort's US-Anglo services than today. ..
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Montfort's Alex Norwood Awarded Place in New Model Adviser's Top 35 Next Generation Advisers 20 Nov 2018

Montfort financial adviser, pension transfer specialist and associate director, Alex Norwood, has been awarded a place in New Model Adviser's prestigious Top 35 Next Generation Advisers.

A list of the industry’s leading young financial planners (aged 35 years or under) making their mark on the profession, this accolade is fantastic recognition of Alex’s dedication and hard work. As one of the UK's primary industry titles, read by many and revered globally, Montfort is thrilled with Alex’s highly deserved achievement. ..
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PFS Fellowship For Montfort's Rocket Scientist & Head of Financial Planning, Eugen Neagu 14 Nov 2018

Montfort is thrilled to announce a key milestone for its team of expert financial planners. Former rocket scientist and Montfort head of financial planning, Eugen Neagu, has been awarded a Fellowship by the Personal Finance Society (PFS). As the CII’s premier professional title and highest qualification by the PFS, Eugen’s monumental achievement was formalised by his passing of the J10 examination for Discretionary Investment Management.  ..
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Guildford Revealed As The UK's Most In-Need Area For Inheritance Tax Advice 30 Oct 2018

Kent may be famously known as the garden of England while Manchester has traditionally claimed the title of the UK’s industrial capital. Last week, our very own Guildford joined such ranks to be crowned the UK’s Inheritance Tax (IHT) capital highlighting the area’s urgent demand for expert planning and recommendations around this ever-complex area of taxation. Montfort's Alex Norwood and Rob Gow further discuss...  ..
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Montfort's Geraint Davies Honoured In Prestigious IA 100 25 Oct 2018

It’s been a very busy time of late. Montfort’s expert team of staff have been winning awards here, scoring accolades there and even receiving the odd Personal Finance Society (PFS) Fellowship, too. ..
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Meet Calgary. Canada's Latest Underdog 17 Oct 2018

For many expatriates, the allure of a new life overseas is primarily defined by an opportunity to grasp unique adventures, embrace new communities and seek pursuits, all for a better life. Canada has long answered this with it especially favoured by UK expatriates looking to relocate internationally.
 
With its jaw-dropping landscapes, affinity with the outdoors and unassuming yet cosmopolitan cities, it certainly packs a punch. Toronto and Montreal have of course been traditional favourites, however, in recent years bustling, hip and trendy Vancouver has been the buzz word, until now…

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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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