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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 hat fits all’ publication distributed by pension providers to those who are deemed appropriate recipients, because they are approaching a crucial time in their financial lives. Montfort is excited to share with you our mission to build its Consumer Duty deliverable.

Read the linked article published by International Investor and watch this space for further developments.

https://www.internationalinvestment.net/news/4118724/uk-adviser-calls-immediate-withdrawal-generic-pension-guide-misleading-expats

 

 

 

 

 

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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.

Ms S. Stienen-Durand Spain - 2016

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