Neville Montagu specialises exclusively in offshore and cross-border financial planning. For over 25 years, we’ve supported expatriates, entrepreneurs, and internationally mobile families. We combine global reach with boutique-level personal service aligning investment, tax, pension, and estate strategies seamlessly across jurisdictions.
At Neville Montagu, we specialise exclusively in cross-border and internationally mobile individuals. Unlike domestic-only advisers, we understand multi-jurisdiction tax, pension transfers, currency risk, residence issues and global investment structures. We integrate investment, tax, estate, pension and mobility advice so your wealth strategy aligns with your global lifestyle.
We support expatriates living, working or investing in multiple locations (Europe, Asia, Middle East, Americas). Our network of regulated partners spans key financial centres, allowing us to handle cross-border structuring, offshore vehicles, and internationally-accessible investment solutions.
Yes. We specialise in cross-border pension advice including transfers to recognised overseas pension schemes (QROPS), self-invested personal pensions (SIPPs) and other international pension structures. We ensure transfers are compliant, efficient and aligned with your retirement destination and currency exposure.
We conduct a detailed global tax review: your residence status, domicile, income sources, jurisdictions of assets and applicable treaties. We work with tax specialists in relevant countries to optimise your tax position legally and coordinate with your broader wealth plan so your tax strategy is proactive, not an after-thought.
We offer both structured risk-rated portfolios (Defensive, Cautious, Balanced, Growth, Speculative) and fully bespoke investment management for clients whose circumstances are more complex. Regardless of the route, our approach emphasises global diversification, cost-awareness, currency management and alignment with your risk appetite and objectives.
We review your exposure across currencies, jurisdictions and investment structures. Our services include global currency transfer advice, multi-currency cash balances, use of jurisdictions for asset holding and offshore/company structures where appropriate. We aim to reduce risk stemming from currency movement, political/regulatory change and cross-border tax surprises.
We advise on wills, trusts, foundations, holding companies and other legal structures that safeguard your legacy and assets internationally. Because many expats hold assets in multiple countries, we coordinate legal, tax and fiduciary professionals to ensure your estate plan is compliant across borders, reduces unnecessary taxation and protects your family’s future.
Yes. We assess your global protection needs including life insurance, critical illness, long-term care, income protection and health cover. Many standard domestic products falter when living abroad; our service seeks solutions that are globally portable, tax-efficient and aligned with your international lifestyle.
It begins with a complimentary confidential consultation where we discuss your current situation, goals and cross-border exposures. Following that, we prepare a tailored proposal outlining scope, services, fees and timelines. Once engaged, we execute the plan in coordination with our global partners and provide ongoing reviews to adapt as your life or location changes.
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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.
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