Already Living & Working Abroad?

Montpelier has offices throughout the world giving you global continuity in service, advice and support.

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Managing your assets in more than one country

As an expatriate you will be paid in one or more currencies, which in many instances creates opportunities in tax planning and avenues to pay your bills which may be in a variety of currencies. This usually occurs when you are renting a property in one country and paying off your mortgage in another country. We are finding more and more that expatriates actually divide their time between two locations therefore making currency flexibility paramount.

Montpelier provide advice on bank accounts in a variety of currencies and the tax implications you will need to consider.

Core benefits:

1. International access to your capital anywhere in the world
2. A large range of currencies available
3. Sound wealth creation and asset protection advice
4. A global leader

Earnings offshore & income tax

Some countries require residents to declare their income on a worldwide basis, with tax is payable on all your income. In certain circumstances the income of an entity which you control may also be taxable.

For this reason, most countries have no restrictions on where your business interests, investments or bank accounts may be located. It's your responsibility to report income to your appropriate tax authority.

Online portfolio viewer

Instant access to your montpelier account anywhere in the world via our website.
You can also give instructions to top up sell or switch investments online.

Are credit cards available via your services? Yes. These are internationally-accepted  cards in a a variety of currencies.

If you are considering investment offshore or are not sure about which investment is best for you then please contact us. Our experienced advisers will provide you with clear, sound and holistic advice.

Montpelier are proud to be an independent financial advisory that  are able to offer you a choice of investments from a wide range of well-established and reputable companies.

Our goal is to ensure that any investment/tax planning advice we recommend meets your requirements in terms of investment performance, financial efficiency and client service.

Independent Wealth Management

Independent wealth managers are “independent” because they are free to choose products from the entire market place to suit their client’s individual needs.

After gaining an in-depth understanding of our client’s circumstances, the wealth managers main role is to identify a client’s needs, objectives and attititude to risk. We take a holistic approach and only recommend bespoke financial solutions to meet our client’s personal financial goals.

Our wealth managers will give you that peace of mind factor that is synominous with the Montpelier name.