Tax efficient financial advice
Migrating from the UK to another country brings major tax implications. Varying taxation laws and different tax years can make planning a challenging task. At Montfort we can help you face those challenges.
We’ll work with you to plan your migration taking into account the HMRC rules around issues such as Recognised Overseas Pension Schemes (ROPS), the age that pensions can be taken, permitted investments and the limits on annual pension transfers overseas.
At any time we can call on the services of a highly-specialised international tax adviser who can investigate and provide reports for particularly complex cases. We also have access to country experts – invaluable for those migrating to countries where tax laws are complicated, such as the USA.Enquire