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Congratulations Danielle
Congratulations are due to Danielle who first joined Montfort as a Paraplanner 10 years ago. She has achieved so much since then, having gained the diploma in financial planning […]
Read MoreIN THE PRESS: GERAINT DAVIES IN ‘THIS IS MONEY’ (MAIL ONLINE) – INHERITANCE TAX & USA
As one of the UK’s leading experts in cross-border financial advice, Montfort‘s Managing Director Geraint Davies, was recently called upon by This Is Money by Mail Online (Daily Mail) […]
Read MoreUK AUTUMN BUDGET 2024
While tax rules may continue to evolve, we’re committed to providing stability and support for our clients and focus together on making the most of the present opportunities, adapting […]
Read MoreSPRING BUDGET 2024
Yesterday’s budget appears to have some interesting news for those who we refer to as FISICs – Financially Impacted by Some International Checkpoints. Non-Domiciled Individuals The government is going […]
Read MoreChanges to Pension Guide
Geraint Davies founder and managing director wants to share a subject he is passionate about. Please watch this Youtube and see why it could well have impacted upon you […]
Read MoreYour Pension – Your Choices
Breaking News……Moneyhelper backs down and agrees to Montfort’s demands to revise “YOUR PENSION – YOUR CHOICES”
Read MoreMontfort 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
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