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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Join Montfort In Its Christmas Appeal To Support Local Organisation, Number Five Project 10 Dec 2018

This Christmas, Montfort is turning its attention to those undoubtedly less fortunate to support local charity, the Number Five Project.  ..

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The Montfort Bake Off Supports Number Five Project in Guildford 04 Dec 2018

Over the past year, Montfort has been cooking up a storm… A company-wide initiative has seen the team’s limits undoubtedly tested and challenged, forcing each and every Montfort adviser, paraplanner, director and administrator to physically endure the strain of the kitchen, and embrace their inner Mary Berry. That’s right, 2018 has seen the introduction of, drum roll please, The Montfort Bake Off! ..

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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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