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Hi

Has anybody used Mountford International for pension transfer/tax advice.

Any recommendations as to who to use?

Any advice would be greatfully received:)

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Sorry cannot really comment on their services as I have not had any dealings with people that have used them.

 

Are you still in the UK?

 

Do you realise that if you transfer a Pension over to Oz then it cannot be transferred back until a condition of release is met i.e. retirement.

 

Intention to remain in Australia is one of the biggest factors that should be considered before transferring a Pension to Australia, therefore it could be worth considering waiting until a person has been in Oz for a while to get a feel for the place before making such an important decision.


Financial Adviser (FPA Member AFP ®) Specialising in UK Expat Advice and Pension Transfers / AR-322874 /AFSL-234951

SMSF Accredited Adviser / UK SIPP Authorised Adviser 

Director  - Vista Financial Services – www.vistafs.com.au 08 8381 7177

 

Please note that my advice is general advice only and professional financial advice should be sought for your own personal situation.

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