More Death & Taxes and more...

Having not been completely satisfied with the previous meeting I had about our financial stuff, I decided to go for a "second opinion". On the expat website forum I've been reading I came across the name of Montfort International so we booked an appointment to see them. They offer Saturday appointments which we found really handy.

Having arrived we sat and chatted to Geraint Davies, the owner who explained the various options and history of emigrating to Australia and then quizzed us about our affairs until he had a good understanding of our affairs and what we wanted to achieve. 

It's not just our pensions we need to take into consideration, but just about anything financial that we have interests in. But, as well as being told the nasty stuff there are also a few nice tax breaks that might be possible depending on various statuses of our situation.

After the meeting (which wasn't far off of four hours!) we both felt that we had a reasonable understanding of what we might be in for and that Geraint had a good understanding of what we want. So, we asked him to prepare some advice for us and to recommend a course of action for us to transfer our finances to Australia.