Montfort

27/05/2025

https://www.instagram.com/p/DKF2bBUhish/?igsh=N2NkMjJwa2FlMnRl

31/10/2024

UK Autumn Budget 2024

Read here how the budget published yesterday may affect you.

While tax rules may continue to evolve, we’re committed to providing stability and support for our clients and focus together on making the most of the present opportunities, adapting […]

24/08/2023

CHANGES TO PENSION GUIDE
Geraint Davies founder and managing director wants to share a subject he is passionate about. Visit our website and watch the YouTube
https://montfort-intl.com/changes-to-pension-guide/

07/12/2020

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 global financial planning. Today, we celebrate in the knowledge that we have helped numerous clients move their wealth around the world safely and efficiently. We continue to have a highly experienced in-house team as well as access to a substantial network of industry experts and trusted associates to provide clients with a holistic approach to their global financial planning

18/06/2020

MONTFORT IS RECRUITING: ADMINISTRATOR
Montfort is seeking an Administrator to join its team of advisers and paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits. To find out more https://montfort-intl.com/careers/ or email your CV to [email protected]

03/03/2020

A reminder to our Australian expatriate clients that the deadline for the Capital Gains Tax exemption on property in Australia is 30 June 2020. Please do get in touch if you require advice.

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 …

18/02/2020

Montfort founder Geraint Davies comments on FCA pension transfer rules in latest edition of CISI Review

The Chartered Institute for Securities & Investment (CISI) is the largest and most widely respected professional body for those who work in the securities and investment sector in the UK and in a growing number of financial centres globally. The CISI are promoters of Integrity and Ethics in the fina...

13/02/2020

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 you to our friendly staff so that you can gain a true insight into the specialist services they each provide. This month Carole Maeers, Financial Adviser, enters the spotlight. Carole brings a wealth of experience and a long line of well-regarded qualifications. Here, Carole provides an insight into her experience and role.

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 …

04/02/2020

https://montfort-intl.com/montfort-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 …

16/01/2020

For decades, Australian property-owners living overseas have been exempt from paying Capital Gains Tax (CGT) on their home but new legislation states that this will no longer be the case. At Montfort, we recognise that every client’s situation is different and deciding whether to sell a property requires specialist tax advice. Numerous factors need to be taken into consideration – do you intend to return home; are you renting out your property; what is the relative value of the AU$ versus the currency of your resident country? Our International Tax Consultant can help advise expats affected by this legislation

Leading brand for international independent financial advisers, wealth management professionals serving expatriate and cross-border clients worldwide.