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Media Centre News & Articles
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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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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