We're here to help

If you’re an adviser or professional with clients planning to migrate or return home or has already moved, our expertise can complement the services you already provide.

At Montfort our focus is on helping migrants and returning nationals to structure their finances and investments in preparation for a move overseas. We’ve worked closely with the HMRC to develop a structure for pensions migration and we understand the complexities of tax regulation here in the UK and overseas, including ROPS and QROPS.

 

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Working together

  • Pension Schemes

    Montfort Consult has been developed to provide support to pension schemes and trustees on the complexities faced by their overseas members.

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  • Supporting Independent financial advisers

    We’ve worked with many advisers as our services complement those you already provide.

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Montfort were incredibly helpful during our move to Spain. The team took the time to explain everything to ensure we could act quickly on their advice. I was really impressed with the end report which gave us clear guidelines on managing our pensions, income, residency and setting up bank accounts, everything! We would not hesitate to recommend Montfort again.

Ms S. Stienen-Durand Spain - 2016

Ask A Montfort Finacial Planning Expert

Ask an expert

To speak with one of qualified financial advisers, please do not hesitate to contact us with any queries you may have regarding your financial planning and the services we offer. We would be delighted to be of assistance.