Thank goodness for the Spanish compliant investment bond! Each country’s tax code seems to have various ways of relieving us of our money. On the other hand, they also offer ways in which we can legitimately avoid taxation, as long as we purchase the correct financial products. In the UK most people are well aware […]
Axis-Finance.com
Pension transfer advice for UK expats and UK residents
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.
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.
LinkedIn
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
