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Montfort
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"We have been in Australia for nearly four years now and we are continually grateful for the help and advice you gave for ensuring our financial affairs in order, including the successful transfers of our pensions..." - Mr & Mrs King, past Montfort clients who emigrated to Western Australia from the UK over six years ago.

More Montfort client testimonials can be read here > https://bit.ly/2bki0CM

#Montfort #Montforttestimonials #testimonials #Montfortclients #clients #whatourclientssayaboutus #emigration #emigrate #expats #expatlife #expatriates #expatriatelife #crossbordersolutions #globalfinancialplanning #pensions #pensiontransfers #movetoAustralia #emigratetoAustralia #Australia #WesternAustralia
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Montfort's holistic approach ensures the very best advice across financial planning, expatriate tax and cross-border investments upon your decision to emigrate.

For example, our leading team of financial advisors have access to highly specialised international tax agents who can investigate and provide reports for particularly complex cases. Over the years we have also developed key contacts based in your new country of residence, invaluable for those migrating to countries where tax laws are complicated, such as the USA.

Discover more > https://bit.ly/2bCxDr8

#tax #taxation #taxplanning #taxefficiency #taxcomplexities #taximplications #taxationlaws #taxadvisors #migrationwealth #migration #emigration #globalfinancialplanning #Montfort
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Montfort is on the hunt for an ambitious paraplanner to join its dynamic, ever-expanding team. As leaders in global financial planning, this full-time paraplanner position offers fantastic career opportunity based at Montfort's Surrey offices.

To register your interest, apply by email with a copy of your CV and a cover letter detailing your suitability to the role. Please direct your email to Montfort's co-director Glenys Davies at glenys.davies@montfort-intl.com.

For all information regarding this position, please follow this link > https://bit.ly/2yMt1X3

#jobs #paraplanner #paraplannerjobs #financejobs #Montfort #workwithMontfort
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In case you missed it, Montfort recently contributed towards the Department for Work and Pensions' consultation into overseas pension transfers to result in the mandatory advice requirement surrounding any such transfer. Amazing work Montfort's head of financial planning, Eugen Neagu! Read more > https://bit.ly/2EzTjx6

#overseaspensiontransfers #pensiontransfers #pensions #pension #Montfort #DWP #DepartmentWorkPensions #migrationwealth #migration #wealthtransfer
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Busy, busy, busy! From DWP consultation involvement to comment on pension freedoms as they hit their third birthday, catch up on the latest news and happenings from Montfort > https://bit.ly/2i8wnfa

#Montfort #globalfinancialplanning #IFA
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Happy birthday pension freedoms! Montfort's managing director and founder Geraint Davies assesses what revisions and improvements need to be made within the industry while closer examines the complexities for overseas transfers too > https://bit.ly/2GDa0NV

#pensionfreedoms #pensions #overseaspensiontransfers
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Montfort always looks at the complete picture for any client whether it be ensuring the right life cover as they emigrate overseas to maximising opportunities for wealth creation in their new country of residence.

As the experts in global financial planning, Montfort provides the cross-border solutions required > https://bit.ly/2aRveaX

#Montfort #globalfinancialplanning #globalfinance #finance #expertknowledge #migration #pensions #investments #tax #pensiontransfers #crossbordersolutions
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Montfort’s founder and managing director Geraint Davies makes a star turn in Money Marketing's Advisor Profile feature to discuss the importance of ethical advisory and due diligence in cross-border financial advice and pension transfers, while also reveals an encounter with Sammy Davis Jr!

Read the article > https://bit.ly/2pMApOW

#Montfort #pensions #pensiontransfers #transferringyourpension #pensionrules #pensiontaxation #taxation #tax #crossborder #crossbordertax #globalfinancialplanning #emigration #crossbordersolution #emigrationwealth
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We can still celebrate right!? As part of International Women's Day yesterday, we applaud Montfort director Glenys Davies who has led the firm since 1995. Relive Glenys' insight into working at one of the U.K.'s most-successful IFA firms and its team philosophy here > http://bit.ly/2Ftp4ci

#InternationalWomensDay #celebratingwomen #celebratingfemales #women #smashingtheglassceiling #femaledirectors #directors #womeninwork #GlenysDavies #Montfort #Montfortteamphilosophy #workatMontfort #team #throwbackthursday
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Migrating from the U.K. to another country brings major tax implications with varying taxation laws and periods.

Montfort can facilitate your tax planning complexities to ensure optimum migration wealth. Calling upon the highly specialised skills of our international tax advisor who can investigate and provide reports for particularly complex cases, we also have access to overseas experts invaluable for those migrating to countries where tax laws are complicated, such as the USA. Discover more > http://bit.ly/2bCxDr8

#tax #taxation #taxplanning #taxefficiency #taxcomplexities #taximplications #taxationlaws #taxadvisors #migrationwealth #migration #emigration #globalfinancialplanning #Montfort
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