Media Centre News & Articles

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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24-08-23

Changes to Pension Guide

Geraint Davies founder and managing director wants to share a subject he is passionate about. Please watch this Youtube and see why it could well have impacted upon you […]

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27-07-23

Your Pension – Your Choices

Breaking News……Moneyhelper backs down and agrees to Montfort’s demands to revise “YOUR PENSION – YOUR CHOICES”

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28-06-23

YOUR 25% LUMP SUM MAY NOT BE TAX-FREE

Montfort are proud to be paving the way by showcasing awareness and informing members of the public regarding the widely spread ‘Your Pension –  Your Choices’ documentation.  A ‘one […]

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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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