Montfort Consult Launches 05 Jul 2018

Montfort is thrilled to announce the launch of Montfort Consult as a pioneering corporate division of the Montfort brand and pensions proposition.

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Montfort's US-Anglo Financial Planning Service 04 Jul 2018

Happy Independence Day and what better day to celebrate Montfort's US-Anglo services than today. ..
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Montfort's US-Anglo Financial Planning Seminars 29 Jun 2018

Summer certainly got into full swing this month as Montfort co-hosted two key seminars with leading investment and wealth management firm, Waverton, to address the ever-complex US-Anglo financial planning landscape.  ..
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US-Anglo Finance Seminar - Hosted by Montfort & Waverton 14 Jun 2018

Join Montfort this month as we host a US-Anglo Finance Seminar with Waverton, and further joined by guest speaker Buzzacott LLP and leading US journalist Helen Burggraf...  ..

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Australian Royal Commission - The Latest 01 May 2018

A decade of scandal and financial misconduct by some of Australia’s largest banks has been intricately laid bare over the past months by form of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. 
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Become A Paraplanner At Montfort 11 Apr 2018

Montfort is seeking an exceptional individual to join its rapidly expanding team of experienced paraplanners and advisors. 
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Happy Birthday Pension Freedoms - Where Are We Now? 06 Apr 2018

Today marks the three-year anniversary of pension freedoms. As one of the UK government’s biggest changes to people’s private pension provision, the initiative was introduced in 2015 by then-Chancellor George Osborne to offer individuals greater financial flexibility. As a box undoubtedly ticked, pension freedoms also delivered inevitable complexities whereby the industry was left very little time to prepare or for regulators to establish associated rules and legislation.  Montfort delves more... ..

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Montfort Contributes To DWP Consultation Result Into Overseas Pension Transfers 03 Apr 2018

Huge elation was felt by Montfort last week as the U.K.’s Department of Work and Pensions announced overseas pension transfers will maintain the mandatory advice requirement for overseas pension transfers following a government consultation notably incorporating opinion from Montfort’s head of financial planning, Eugen Neagu. ..

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Fresh Tax Concerns For New Zealand 21 Mar 2018

Fresh tax concerns for New Zealand have arisen in accordance with the proposal of a potential wealth tax and more-extensive capital gains tax.
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In The Press: Eugen Neagu Transforming A Client's Life Through Pension Freedoms 27 Feb 2018

Introduced by George Osborne in April 2015, pension freedoms have undeniably and completely changed the retirement landscape. As we now approach the third anniversary of the implementation of the pension freedoms; one of the most radical overhauls of pension policy in living memory, City Wire 's New Model Adviser commenced its pension freedoms MOT series by asking six leading IFAs, notably Montfort's Eugen Neagu, on how they have transformed clients’ lives through the freedoms.  ..

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