Supporting Advisors & Other Professionals 

At Montfort our focus is on helping migrants and returning nationals to structure their finances and investments in preparation for a move overseas. If you’re an advisor or professional whose client has plans to migrate or return home or has already moved, we offer expertise that complements the services you already provide.

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Preparing investments and pensions for migration

Determining the most tax-efficient way to move investments over time

Where possible finding trusted IFAs in the new country of residence to enable a smooth transition for your clients

Excellence through experience

Our proven track record handling millions of pounds of investment for clients since 1995 is a testament to our expertise. We’ve worked closely with the HMRC to develop a structure for pensions migration. We understand the complexities of tax regulation here in the UK and overseas, including ROPS and QROPS, enabling us to give the optimum advice to your clients.

All Montfort advisors have started in the administrative and paraplanning side of our business and are trained and qualified in our specific and unique area of financial advice.

Get in touch

The earlier you start to plan for moving your finances the more options you have, so contact us to set up a consultation and discover how we can help you.

Tel +44 (0) 1483 202072 Email Us