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  • Pension Transfers
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    QROPS
    SIPPS
    • QROPS France
    • QROPS Spain
    • QROPS Portugal
    • FREE QROPS Guide
  •  Tax-Efficient Investments
    
    • Assurance Vie
    • Spanish compliant bonds
    • Portuguese compliant Bonds
    • Tax-related Issues
  • Offshore Pensions
    
    • Offshore Pension Plans and Retirement
    • International Group Pension Plan
    • Offshore Pension Plans: Free Guide
    • QNUPS
  • Pension Transfers
    
    QROPSSIPPS
    • QROPS France
    • QROPS Spain
    • QROPS Portugal
    • FREE QROPS Guide
  • Tax-efficient Investments
    
    • Assurance Vie
    • Spanish compliant bonds
    • Portuguese compliant Bonds
    • Tax-related Issues
  • Offshore Pensions
    
    • Offshore Pension Plans and Retirement
    • International Group Pension Plan
    • QNUPS
    • Offshore Pension Plans: Free Guide

Case studies

by Axis Finance Consultants
QROPS case

QROPS case

This article looks at a QROPS case example and examines the technical aspects involved in the legislation...

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Tax-efficient investment

Tax-efficient investment

Mr and Mrs Smith seek a tax-efficient investment for their capital. They have reorganised their pension plans into one easy-to-monitor....

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
The Spanish compliant investment bond

The Spanish compliant investment bond

Thank goodness for the Spanish compliant investment bond! Each country’s tax code seems to have various ways...

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Tax-efficient investments in Portugal

Tax-efficient investments in Portugal

The demand for tax-efficient investments in Portugal has surged due to the increased numbers of people retiring there...

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SIPP case study

SIPP case study

Mr and Mrs Smith, who demonstrate a proactive approach to their financial future...

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

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Pension Transfers
  • QROPS
  • SIPPS
  • Qrops France
  • Qrops Spain
  • Qrops Portugal
  • Free Qrops Guide
Offshore Pension
  • Offshore Pension Plans and Retirement
  • International Group Pension Plan
  • Offshore Pension Plans: Free Guide
  • QNUPS
Tax-Efficient Investments
  • Assurance Vie
  • Spanish compliant bonds
  • Portuguese compliant Bonds
  • Tax-related Issues
  • Tax Advice
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The contents of this website are for educational and information purposes only. No part of this website is to be considered as an offer, inducement, or recommendation to invest.

AXIS Financial Consultants is a fully authorized “Courtier d’Assurance” in France, ORIAS reg. no. 17 003 701

They are also authorized to act as a “Financial Investment Advisor “, referenced under the number E009199 by the association ANACOFI-CIF and approved by the Financial Markets Authority in France.

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