Being aware of the rules surrounding Assurance Vie taxation rates will help with your French tax planning. Sophisticated tax planning strategies are often seen as the preserve of the wealthy. However, anyone can benefit from simple and cost-effective planning opportunities by investing in an Assurance Vie contract. Tax is payable on withdrawals from the investment […]
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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 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
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.
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
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.
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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.
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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 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
