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Montfort 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 MoreIn the Spotlight – Introducing Carole Maeers
Behind the scenes at Montfort we have a team of specialists all working collaboratively to provide a high-quality service to our clients. Through our blog, we will be introducing […]
Read MoreMontfort Warns of Pension Scams
Montfort is warning individuals considering relocating abroad to be very wary of potential pension scams. It comes as the Daily Mail reports many thousands of British retirees have lost […]
Read MoreHow to select a financial adviser
You require cross border financial advice but you’re not sure who to ask. Every year at Montfort we help clients who have been a victim of a scam and […]
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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