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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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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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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