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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We will be in touch and will be able to let you know very quickly how we can help. If we cannot help normally we can point you in the right direction