Global Case Studies
Three decades of cross-border confidence.
Every marker is a place we've helped a client navigate a cross-border financial decision. Move through a selection of anonymised situations below.
Location
Switzerland
The Situation
A long-term Swiss resident with UK property and a family trust whose tax treatment had become uncertain after rule changes.
What Montfort Did
Reviewed the trust structure against both Swiss and UK rules, restructured distributions, and refreshed the estate plan.
The Outcome
A clean, compliant legacy structure and renewed confidence in the next generation's inheritance.
Estate PlanningCross-Border Trust
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Stories shown are anonymised and illustrative.
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