• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Axis-Finance.com

Pension transfer advice for UK expats and UK residents

  • QROPS
    • QROPS France
    • QROPS Spain
    • QROPS Portugal
    • QROPS Netherlands
    • Free QROPS Guide
  • SIPPs
  • QNUPS
  • Offshore Pensions
    • Offshore Pension Plans: Free Guide
    • Benefits of Overseas Pension Transfer
    • International Group Pension Plan
    • Difference between a UK private pension plan and an international retirement plan
    • Offshore Retirement Plans
    • Pension Calculator
  • Tax
    • French inheritance tax and succession planning
    • Non resident tax Spain
    • Best Assurance Vie providers in France
    • Tax Advice
  • News
    • Pension transfers
    • QROPS News
    • SIPPs News
    • Offshore Pension News
    • Tax News
  • Contact
    • About

The French will

It is vitally important to write a French will if you live in France. French inheritance rules are relatively complex. Understanding how they work and what can be done to mitigate tax requires the input of various professional parties. When someone dies without a will, the estate of the deceased is distributed in accordance with the rules of intestacy […]

The Spanish compliant investment bond

Thank goodness for the Spanish compliant investment bond! It seems like each country’s tax code has various ways of relieving us of our money. However, 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 of the […]

Spanish inheritance tax

Spanish inheritance tax along with general tax legislation falls under the banner of Napoleonic law. Succession and gift tax, Impuesto sobre Sucesiones y Donaciones (ISD), apply to beneficiaries of gifts and inheritances for Spanish tax residents. ‘Forced heirship’ rules determine how you can divide an estate and what rate of tax applies to recipients. There […]

Domicile and inheritance tax

There are few ‘famous’ legal cases regarding domicile and inheritance tax, but when a celebrity is involved the media will often pick up on it and create newsworthy stories. One such case is that of Richard Burton, the silver screen celebrity of the 50s, 60s and 70s. His oft-reported stormy relationship with the equally famous, […]

Double Taxation Treaties and Overseas Pension Transfers

Double Taxation Treaties (DTTs) are legal mechanisms between countries which ensure individuals and companies do not pay tax twice on the same trade, asset or income in both the country of source and that of residence. As such, if a British person who is tax resident in Spain holds assets in the UK, the DTT […]

  • « Go to Previous Page
  • Go to page 1
  • Go to page 2

Categories

  • EU Taxation Matters (20)
  • Expats Life (26)
  • Offshore pension plans (10)
  • Pension transfers (51)
  • Pension transfers outside the EU (12)
  • Pensions Matters (53)
  • QROPS (67)
  • Retirement in France (26)
  • Retirement in Spain (20)
  • Retiring in Ireland (4)
  • Retiring in the Netherlands (3)
  • UK Pension Lifetime Allowance (5)

Download the free QROPS Guide

All of our Pension Guides are designed to help you make the right decisions for your retirement. We are available for a free consultation if you need further advice.QROPS Free Guide
Get The Free Guide Now

Recent Posts

  • Abolition of the LTA in the UK Budget
  • Solving the mobile employee pension conundrum
  • Investment options
  • Personal pensions and IHT
  • Looking for low volatility investments

About AXIS

AXIS Financial Consultants are a team of Overseas Pensions experts helping expats make the best financial decisions about their retirement.

Important notice

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 are a fully authorised “Courtier d’Assurance” in France, ORIAS reg. no. 17 003 701

They are also authorised 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.

Registered address:
374 Avenue de la Gaule,  Ile de la Dérivation
78955 Carrieres Sous Poissy, France
Tel: 00 33 1 39 70 98 54

Co. reg: R.C.S. Versailles 824 686 968

 

Follow Us in these channels!

  • E-mail
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Copyright © 2023 · Aspire Pro on Genesis Framework · WordPress · Log in