Guides & Resources
Practical thinking for the decisions that shape your financial life.
A considered collection of guides, explainers, checklists and practical resources, created to make complex financial decisions easier to understand.
Explore the libraryWhat are you trying to figure out?
Start with the question that’s on your mind.
01
I'm thinking about retiring
Understand the decisions around retirement, income and pensions.
Explore02I'm moving abroad
Understand the financial considerations when life crosses borders.
Explore03I'm building wealth
Explore investing, wealth building and financial planning.
Explore04I'm protecting my family
Explore protection, estate planning and preparing for the unexpected.
Explore05I'm thinking about my legacy
Understand inheritance, legacy and wealth preservation.
Explore06I simply want to get organised
Start with practical guides for getting your financial affairs in order.
ExploreThe Montfort Field Guide · 01
Moving Abroad
The financial decisions worth considering before you make the move.
Moving country can affect pensions, investments, taxation, estate planning and the way your wider financial plan works. Our guide takes you through the key questions to consider before, during and after an international move.
Read the guide12 min read · Guide
The Montfort Field Guide
01
MovingAbroad
Financial considerations for an international move
Montfort
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