We understand that every financial journey is unique. Whether you’re building wealth, protecting your family’s future, or planning for retirement, our tailored solutions are crafted to meet your needs and help you achieve your goals with confidence.
Every financial journey is unique. We design comprehensive, tailored financial plans that integrate investment, tax, pension, and estate strategies ensuring your wealth aligns with your goals, lifestyle, and global footprint.
Reduce tax exposure and enhance returns through proactive, cross-border tax planning. We help you structure wealth efficiently while maintaining full compliance with international tax and residency requirements.
We design flexible, globally compliant pension strategies—helping expats consolidate, grow, and draw retirement income efficiently through optimised structures such as SIPPs and QROPS.
Protect and transfer your wealth across generations. Our estate planning services ensure your assets are structured, compliant, and distributed according to your wishes, wherever your family resides.
Comprehensive life, health, and income protection designed for expats. Safeguard your family, business, and lifestyle with globally portable coverage integrated into your overall financial strategy.
Protect your wealth through carefully structured trusts, foundations, and corporate entities designed to enhance privacy, ensure continuity, and preserve assets across jurisdictions.
Expand your freedom and opportunity through strategic citizenship or residence-by-investment programmes designed to support mobility, tax planning, and global diversification.
Navigate visa, residency, and relocation requirements with expert guidance. We align your migration plans with tax, investment, and estate considerations for seamless cross-border living.
Coordinate every financial and practical aspect of your relocation. Our global mobility service ensures your move enhances not complicates your wealth and lifestyle.
Global change, personal solutions. Your financial freedom. Your future is secured.
This content is for background information only. It is not investment advice, a recommendation, or an offer of services. While based on sources Neville Montagu believes to be reliable, it is provided without warranty of accuracy. Unauthorised use is strictly prohibited. Neville Montagu and any of its partners accept no liability for any loss arising from the use of this information.
Neville Montagu is an appointed representative of Neba Wealth Management (NEBA), Head Office: 15-3 Menara 1MK 50480, Kuala Lumpur, Malaysia. www.nebawealth.com
‘NEBA ’ refers to the Neba Wealth Management Group’s separate but affiliated entities generally, rather than to one particular entity. These entities are NEBA Private Clients, which is licensed to operate in multiple regions. NEBA Private Clients Pte Ltd is licensed by the Monetary Authority of Singapore (MAS); NEBA Insurance Brokerage is registered with the Central Bank of the UAE (CBUAE); NEBA Private Clients Financial Advisors LLC is licensed by the Securities and Commodities Authority (SCA) UAE; NEBA Private Clients Ltd is registered with the Labuan Financial Services Authority (LFSA) in Malaysia; NEBA Private Clients (PTY) Ltd, authorised by the Financial Sector Conduct Authority (FSCA) in South Africa. NEBA Private Clients UK is licensed by the Financial Conduct Authority (FCA)
If you are a client outside the United Kingdom, please note that our services are not covered by the UK’s regulatory framework. This means that protections from the Financial Conduct Authority (FCA) and the UK Financial Ombudsman Service will not apply. Instead, your relationship with us will be governed by the laws and dispute resolution processes of the jurisdiction where you receive our services, which will differ from those in the UK.
The investment return and the principal value are subject to market fluctuations. Consequently, an investment, upon redemption, may be worth less than the initial amount invested. Past performance is not indicative of future returns, and we cannot guarantee the success of any investment strategy.
© 1998 – 2025 Neville Montagu
