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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Montfort's US-Anglo Financial Planning Seminars 29 Jun 2018

Summer certainly got into full swing this month as Montfort co-hosted two key seminars with leading investment and wealth management firm, Waverton, to address the ever-complex US-Anglo financial planning landscape.  ..
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US-Anglo Finance Seminar - Hosted by Montfort & Waverton 14 Jun 2018

Join Montfort this month as we host a US-Anglo Finance Seminar with Waverton, and further joined by guest speaker Buzzacott LLP and leading US journalist Helen Burggraf...  ..

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Australian Royal Commission - The Latest 01 May 2018

A decade of scandal and financial misconduct by some of Australia’s largest banks has been intricately laid bare over the past months by form of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. 
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