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Geraint Davies on Expert Witness services in relation to migration and pension transfer (QROPS)

Montfort International Ltd was founded in 1995 and was the first UK based financial advisory firm to be established specifically to provide essential financial advice to migrants.

Geraint Davies, the founder and current Managing Director, started his career as Financial Adviser in 1982 in Perth Western Australia, specialising in Australian financial advice for UK emigrants. So he knows both sides of the coin

Expert Witness opinion and litigation support is available in issues relating to pensions administration, pension transfer and related matrimonial disputes.

Qualifying Recognised Overseas Pension Schemes (QROPS) are a relatively new advice phenomenon to the financial planning world.

Geraint is particularly experienced in the issues surrounding the ins and outs of transferring a private or occupational pension scheme to Australia, New Zealand or to a QROPS (Qualifying Recognised Overseas Pension Scheme) in another country, an area where delays can often create significant issues.

Tax and pension legislation are constantly changing throughout the world. No sooner have the Australian Tax Office announced changes to tax rules on pensions than the UK HMRC have announced changes to pensions legislation. Couple this with jurisdictions such as Jersey and Switzerland announcing tax reforms – in the latter case, tax laws that can directly affect ex-pats living there – and you start to enter a bit of a minefield when providing advice on pension transfers abroad.

It is clear that in dealing with such matters, a company providing QROPS advice must be fully conversant with UK laws and the laws in both the country of residence of the client and the country in which the QROPS is registered.

If you would like to seek professional financial advice in relation to pension transfers to QROPS then please contact Geraint at Montfort International Ltd on 0044 (0)1483 202072. Their latest newsletter is also available to download from their website,


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