Axis-Finance.com

Pension transfer advice for UK expats and UK residents

AXIS Consultants

Helping our clients make wise investment and tax decisions in relation to UK pension transfers.

UK pension transfer advice on QROPS and SIPPs

QROPS and SIPPs provide an effective retirement planning vehicle for UK pension transfers overseas. 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 → and download our guide.

 

Offshore pension solutions for expatriates

An additional retirement planning solution for expats is the use of offshore pension plans. This type of flexible pension plan is ideally suited to mobile employees who have postings in different countries throughout their careers. The main attraction of such pension arrangements is that the individual can take the pension plan with them from one country to the next and continue to pay into it.

Find out more about Offshore pension plans →

We can help you make the right decisions

Investment and Wealth Management

Wealth management in terms of your investment portfolio 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

Tax advice

Whether it is knowing about ‘Double Tax Treaties’, tax changes or inheritance and wealth tax, we are up to date with UK and EU tax legislation. This will ensure that 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.
Des Cooney
LinkedIn

Phil Loughton is a Pensions expert with over 30 years experience in the financial services industry. His main specialty is the transfer of UK pensions overseas for expats.
Phil Loughton
LinkedIn

 

Our job is to help you invest your pension wisely.

We have been working for over 25 years in the overseas pensions industry and have helped hundreds of expats with their retirement planning.

“Our offer is straightforward, unbiased and transparent.  Our mission is to deliver customer satisfaction through the provision of sound investment advice.”

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!

What AXIS Consultants can do for you

Impartial and objective advice

AXIS Consultants are independent financial advisers.  This means that the we are not tied to any one financial institution and their products.

Tailored tax advice

Financial planning should take into consideration the tax legislation of the country that you live in or intend to retire to. AXIS Consultants offer clients the benefits of their experience in dealing with cross-border tax issues.

Value for money

AXIS Consultants are qualified financial advisers with many years of experience. The fees/commission charged for our professional services are kept as low as possible.

Fulfilling customer needs

Our job is to help you select the most appropriate retirement vehicle for your needs. In order to achieve this we will make a full assessment of what your needs actually are.

“AXIS consultants are great listeners and take into great consideration each profile they work with. The past few years have been rough for investments around the globe, and AXIS have proven their dedication and know-how by skillfully limiting losses and searching out new potential gains. I absolutely recommend AXIS for anyone who is interested in management of single or multiple currencies with specific short and long-term goals. It has been and remains to be a pleasure working with someone so available and able.”

– Lisa Carucci

Hear what our Customers have to say

“AXIS have great knowledge of world markets and have helped me make some great choices in longer term investments. They are also trustworthy and a pleasure to work with.  Their knowledge of expatriate benefits is highly valuable.”
John Ronald

“I have had dealings with AXIS for 8 years on both a professional and personal level.  They manage my financial affairs and investments and have shown themselves to be able to think outside the box and recommend investment 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

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The advent of pension freedoms has altered the landscape for those planning their retirement. In an ideal world, everyone would be a member of a high quality Defined Benefit (DB) pension scheme, whereby a sustainable retirement income is guaranteed for the lifetime of the individual. However, for those who are either self-employed or prefer a […]

Brexit risks for pensions

There are a number of Brexit risks for pensions over the coming months. It’s a well-known maxim that investment markets and businesses crave certainty. Uncertainty creates problems in terms of where to invest, future income/expenditure projections and cash-flow management. No geopolitical issue in the last 70 years or so has created more uncertainty than Brexit. […]

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