Media Centre News & Articles

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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25-04-22

Montfort is recruiting: Administrator/Paraplanner

Montfort is seeking an Administrator/Paraplanner to join its team of advisers and paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits after satisfactory completion […]

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07-12-20

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 […]

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21-04-20

QROPs 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 […]

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18-02-20

Australia 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 […]

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