Other Services

Additional services

At Montpelier we have come to understand that expatriates require a trusted company that is able to meet their every financial requirement. We believe that a Will is the cornerstone of financial planning as it gives you the security of knowing that your family’s future has been taken care of. That is why we have developed a range of services tailored to helping you to achieve your wishes.

We offer:

• A Lifetime Service, as well as securely storing your will we will update any changes should your circumstances change.
• Financial and estate planning to reduce inheritance tax outside a Will.
• Help implementing a suitable trust/s to reduce or eliminate inheritance tax.
• Sever a joint tenancy Will.
• Enduring Power of Attorney Will.

We offer a lifetime of support and a lifetime’s peace of mind. Get in touch with us now - we're here to help you.

When my husband died Montpelier was extremely helpful and informative, guiding me through the UK process of probate

Mrs Richards, Penang, Malaysia