If you currently live or work overseas and have been offered the option to transfer out of your Defined Benefit (DB) Pension Scheme, it is important to consider whether […]Read More
If you have a Defined Benefit (DB) pension and are considering transferring out, you may have concerns due to recent media reports which focus on issues surrounding DB contingent […]Read More
Earlier in the year HM Revenue & Customs published details on how expats, who have wrongly paid the Qualifying Recognised Overseas Pension Scheme (QROPS) Overseas Transfer Charge (OTC), are […]Read More
Montfort is seeking an experienced paraplanner to join its team of leading IFAs, pension transfer specialists and professionals. This full-time position is a rare opportunity to join a dynamic […]Read More
The UK Government has requested an extension to Article 50 and the planned Brexit date of 29 March 2019 from the European Union (EU). Theresa May announced her plans […]Read More
More and more UK savers are accessing their pensions ahead of retirement. Whether it be in their entirety, partial withdrawals or irregular contributions in line with pension freedoms, a […]Read More
Montfort 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.
To speak with one of our 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.