Outsource the complexities of cross border advice

At Montfort, we’ve worked with many advisers as our services complement those you provide. By outsourcing the technical complexities of cross border financial planning, it allows you to focus on your UK clients without the additional and time-consuming work of navigating pension transfer rules, tax laws, foreign exchange and wealth transfer processes. Our 25 year track record of delivering financial advice to clients as they move around the world is testament to our expertise.

Enquire

What we offer

Financial Migration

We have years of experience in preparing investments and pensions for migration

1

Tax efficient advice

We specialise in providing tax efficient cross border financial advice

2

Assisted transitions

We can help to find trusted financial advisers in the new country of residence to enable a smooth transition for your clients

3

Thanks to Montfort, we saved a considerable amount of tax when we transferred out of our DB pension. Dread to think what would have happened without your expert guidance. Thank you.

D. Barnley UK

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.