Emigrating to Australia
In order to ensure that your Australian emigration process runs smoothly, Montfort International offers a holistic service including visa guidance and help, essential financial, tax and pension advice to emigrants and much more.
Emigrating to New Zealand
Montfort International works with a qualified migration agent to provide integrated visa and financial tax and pension advice to individuals emigrating to New Zealand. Please contact Montfort International for more information on the services we offer.
UK Pension Transfers
There are considerable tax advantages in UK pension transfers to Australia, where funds can be accessed, as a lump sum, tax-free after age 60 – provided this is outside of the reporting period of the Qualifying Recognised Overseas Pension Scheme (QROPS) into which they must first be transferred. Montfort will provide a full analysis of your pensions, considering all UK options, and give Australian pension advice to mitigate your tax position.