Inheritance tax planning is a complicated issue that requires careful attention. Under current legislation, UK Inheritance Tax is levied on estates valued at over £325,000 at a rate of 40%. It is little wonder that around £5.4 billion in revenue was collected in 2018/19 by HMRC! If you are an expat, inheritance tax could apply […]
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Pension transfer advice for UK expats and UK residents
UK pension transfer advice on QROPS and SIPPs
QROPS and SIPPs provide an effective retirement planning vehicle for UK pension transfers. As an increasing number of people are now either working or retiring abroad, it is more important than ever to have a flexible retirement solution that will cater for your needs.
Find out more about QROPS pension plans
Offshore pension solutions for expatriates
Offshore pension plans offer expats an alternative form of retirement planning. This type of flexible pension plan is ideally suited to mobile employees who have postings in different countries throughout their careers. One of the main attractions is that the individual can take the pension plan with them from one country to the next, and continue to pay into it.
We can help you make the right decisions
Financial Planning Services
Managing your pension is an ongoing challenge when living abroad. The highs and lows of stock-market movements offer many opportunities to investors; they also reinforce the need to be on guard at all times.
The role of the financial consultant is to help clients steer a steady course in an ever-changing environment.
Tax advice
AXIS Consultants have in-depth knowledge of UK and EU tax legislation in terms of ‘Double Tax Treaties’, Inheritance Tax and Wealth Tax. Our advice will help you make the most cost-effective decisions with regards to the amount of tax you pay.
UK Pension Transfers
Planning your retirement as an expatriate can be a challenging exercise. For clients seeking a UK pension transfer overseas, AXIS offer the following services:
- Provide initial pension transfer advice
- Arrange for the latest pension transfer value to be sent to you
- Oversee the UK pension transfer process
About Des Cooney & Phil Loughton
Des is a Retirement Planning specialist with expertise in the use of QROPS and SIPPs for the transfer of UK pensions.
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Phil Loughton is a Pensions expert with over 30 years experience in the financial services industry. His main speciality is the transfer of UK pensions overseas for expats.
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Where would you like to retire?
Some people do not know where they want to retire. It is important therefore to tailor pension planning advice to an individual's circumstances. AXIS Consultants can help supply all the information you need to make this critical decision. Wherever you decide to retire, your pension should take care of you!
Hear what our Customers have to say
“AXIS Consultants have done a good job managing my portfolio over the last few years against the backdrop of a challenging investment environment. They are always available when I need to discuss my financial planning issues.”
Manus Sweeney
“I have had dealings with AXIS for 8 years on both a professional and personal level. They manage my financial affairs and have shown themselves to be able to think outside the box and recommend strategies others may well have missed.”
Jonathan Pearson
“Providing professional and friendly advice to the international community as a free service, AXIS Consultants reply swiftly and politely. It is a pleasure working with Des and Phil; we have had very positive feedback from service users.”
Jenny Allen
