Media Centre News & Articles

23-03-26

Financial Ombudsman Service – FOI Request – July 2025

We asked. They answered in writing. How much has FOS spent on subject matter experts for specific complaint cases? Their answer: FOS Freedom Of Information Request – July 2025 […]

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27-11-25

UK Budget 2025 Update

The Government’s View of the UK Economy According to the Government, the UK’s financial position is stronger than previously expected. They indicate this provides more room to support the […]

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01-07-25

Congratulations Danielle

Congratulations are due to Danielle who first joined Montfort as a Paraplanner 10 years ago. She has achieved so much since then, having gained the diploma in financial planning […]

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28-05-25

IN THE PRESS: GERAINT DAVIES IN ‘THIS IS MONEY’ (MAIL ONLINE) – INHERITANCE TAX & USA

As one of the UK’s leading experts in cross-border financial advice, Montfort‘s Managing Director Geraint Davies, was recently called upon by This Is Money by Mail Online (Daily Mail) […]

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31-10-24

UK AUTUMN BUDGET 2024

While tax rules may continue to evolve, we’re committed to providing stability and support for our clients and focus together on making the most of the present opportunities, adapting […]

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07-03-24

SPRING BUDGET 2024

Yesterday’s budget appears to have some interesting news for those who we refer to as FISICs – Financially Impacted by Some International Checkpoints. Non-Domiciled Individuals The government is going […]

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