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Facility to reclaim QROPS transfer charge, Montfort explains 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 MoreMontfort is recruiting: Experienced Paraplanner
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 MoreMontfort’s Brexit Statement
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 MoreUK: Unbeknown Tax Restriction To Affect UK Savers Accessing Pensions
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 MoreUS: American Expatriates May Face Delay In Tax Refunds
The US government has absorbed much of the world’s press in recent months. From Trump and trade deals to Hell-ish weather, one of the biggest stories is the government’s […]
Read MoreUS: Expatriates Navigating Uncharted Waters Between The UK & US
The typical US expatriate faces immense financial complexities and particularly as they consider retirement in the UK or a return to the US. Engaging the services of a US-Anglo […]
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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