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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 […]
Read MoreMontfort is recruiting: Administrator
Montfort is seeking an Administrator to join its team of leading advisers and paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits. Job Description: […]
Read MoreOliver de Barra, Montfort Paraplanner, completes 100,000ft challenge
Inspired by Captain Tom’s incredible achievements, Oliver de Barra set his own personal challenge – to cycle a hill climb of 1,000 feet each day for 100 days. We’re […]
Read MoreQROPs 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 […]
Read MoreAustralia 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 […]
Read MoreIn 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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