Montfort

Montfort is a leading IFA firm specialising in global financial planning and cross-border solutions across pensions, personal finance, investments and tax.

[Ark Pension Scandal @ArkScandal]

@MontfortIntl

[Montfort @MontfortIntl]

YOUR 25% LUMP SUM MAY NOT BE TAX-FREE: Read the linked article published by International Investor and watch this space for further developments. https://t.co/2WDk8DezZs

[Montfort @MontfortIntl]

MONTFORT CELEBRATES 25th ANNIVERSARY
Geraint Davies founded the firm in 1995 to assist expats with the 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.

[Montfort @MontfortIntl]

Inspired by Captain Tom's incredible achievements, Montfort Paraplanner Oliver de Barra set his own personal challenge - to cycle a hill climb of 1,000 feet each day for 100 days. Well done Oliver, a great achievement! All donations go to the charity Mind.https://t.co/dcYn32J8hW

[Montfort @MontfortIntl]

MONTFORT IS RECRUITING: PENSIONS ADMINISTRATOR
to join its team of leading advisers. The position presents an opportunity to join a dynamic company offering excellent benefits. Visit https://t.co/OHVWOHx4KR or email your CV to [email protected] #pensionadministrator

[Montfort @MontfortIntl]

A reminder to our Australian expatriate clients that the deadline for Capital Gains Tax exemption on property in Australia is 30 June 2020. Please do get in touch if you require advice https://t.co/vKnUbVcD1S #australianCGT #expatriatefinancialadvice

[Montfort @MontfortIntl]

Montfort founder Geraint Davies comments on FCA pension transfer proposals in the latest edition of CISI Review https://t.co/WqYeOXtmdt

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Behind the scenes at Montfort we have a team of specialists all working collaboratively to provide a high-quality service to our clients. Here Carole Maeers, Financial Adviser, provides an insight into her experience and role. https://t.co/yZffUk2hxb

[Montfort @MontfortIntl]

Montfort is warning individuals considering relocating abroad to be very wary of potential pension scams. It comes as the Daily Mail reported many thousands of British retirees lost a total of around 12 billion euros to pension scammers. https://t.co/CRl0aXob68

[Montfort @MontfortIntl]

https://t.co/dYC0TeJkxi

[Montfort @MontfortIntl]

New legislation states Australian property-owners living overseas will no longer be exempt from paying Capital Gains Tax (CGT). Our International Tax Consultant can help advise expats affected by this change.
https://t.co/9ehbQWOFjs

[Montfort @MontfortIntl]

With 2019 very nearly at a close, we look forward to welcoming in 2020 which will be an exciting year for Montfort as we'll be celebrating our 25th anniversary. Happy New Year everyone!

[Montfort @MontfortIntl]

WISHING ALL OUR CLIENTS AND AFFILIATES A MERRY CHRISTMAS AND HAPPY NEW YEAR FROM EVERYONE AT MONTFORT

[Montfort @MontfortIntl]

WINTER WISHES FOR A RETIREMENT ABROAD
As the winter months roll in, many of us dream of retiring to warmer climes. Here are some of the most popular retirement destinations for British expatriates https://t.co/Ki4fgbWL6m

[Montfort @MontfortIntl]

Wishing all our American clients a very Happy Thanksgiving from the Montfort Team

[Montfort @MontfortIntl]

Geraint Davies honoured in IA 100 2019
We are delighted to announce that Montfort founder and managing director Geraint Davies has featured in International Adviser’s 100 most influential industry figures for the second year in a row. https://t.co/Bjgf2bOPmO

[Montfort @MontfortIntl]

Over the years, Montfort has become a leader in the cross-border financial planning sector but don't take our word for it, here's what the Sydney Morning Herald has to say: https://t.co/lRoTs3vlPg

[Montfort @MontfortIntl]

Montfort is recruiting: Financial Adviser
Montfort is seeking an experienced financial adviser. The position presents an opportunity to join a dynamic company offering excellent benefits and unrivalled in-house training and support. #financialadvisercareers

[Montfort @MontfortIntl]

British expats face losing £50k with pension freeze https://t.co/AgTg2OR2X6 via @intlinvestment

[Montfort @MontfortIntl]

https://t.co/mvYM82COvZ