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.  ..

READ MORE Montfort Roundel

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

Tick tock, tick tock…  ..

READ MORE Montfort Roundel

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.
 
 ..
READ MORE Montfort Roundel

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.
 
 ..
READ MORE Montfort Roundel

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.  ..

READ MORE Montfort Roundel

NEWSLETTER SIGN-UP

Enter your email address below to receive Montfort communications regarding the latest Montfort happenings and developments, including the services we offer. We'll also keep you informed on industry news from time to time.

All data collected is held according to the Montfort Privacy Policy. You can unsubscribe at any time.

 

Archive