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22-02-23

Check the Tax Rules of the Country you Live In

We have become aware that some UK pension providers are writing to their customers who live outside the UK with information that could potentially be mis-interpreted. It appears the […]

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25-04-22

Montfort is recruiting: Administrator

Montfort is seeking an Administrator to join its team of leading advisers and paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits after satisfactory […]

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07-12-20

Montfort celebrates 25th Anniversary

We are delighted to announce that 28 November 2020 marked Montfort’s 25th Anniversary. Geraint Davies founded the firm in 1995 to assist expatriate clients with the technical complexities of […]

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21-04-20

QROPs list update

QROPs list update: On 15 April, HMRC updated its list of Recognised Overseas Pension Schemes (ROPs) with an increase of eight schemes. Australia dominates the list with 59% of […]

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18-02-20

Australia Cuts Capital Gains Tax Exemption

For decades, Australians living abroad have been able to claim the capital gains tax (CGT) exemption on the family home but new legislation states that this will no longer […]

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13-02-20

In the Spotlight – Introducing Carole Maeers

Behind the scenes at Montfort we have a team of specialists all working collaboratively to provide a high-quality service to our clients. Through our blog, we will be introducing […]

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