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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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24-01-20

Montfort Warns of Pension Scams

Montfort is warning individuals considering relocating abroad to be very wary of potential pension scams. It comes as the Daily Mail reports many thousands of British retirees have lost […]

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03-12-19

Winter wishes for a retirement abroad

As the winter months roll in, many of us dream of retiring to warmer climes. Whether you have your heart set on a destination, or are mulling over different […]

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