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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 […]
Read MoreCheck 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 […]
Read MoreMontfort 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 […]
Read MoreMontfort 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 […]
Read MoreQROPs 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 […]
Read MoreAustralia 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 […]
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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