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Abolition of the LTA in the UK Budget

No one expected the abolition of the LTA in the Budget. Rumours always abound within the industry the week before, but major structural changes rarely happen. The industry expected the limit to be restored to £1.8m, but the Chancellor went even further, with the abolition of the LTA completely. The rationale was to encourage highly […]

Solving the mobile employee pension conundrum

I recently talked with a Human Resources professional about providing mobile employee pension benefits for their overseas workers. It went a little like this. Caller – “Hi, I’m enquiring about an International Pension Plan for our non-UK employees. I suspect we’ll have a nice chat; then you’ll tell me it’s impossible!” Me – “I’m sure […]

How to avoid unnecessary investment management fees

Trying to understand investment management fees can be a challenge for investors. There’s an old saying about buying cars: no matter what the bodywork looks like, you should always look under the bonnet before committing to the purchase. The same applies to investment fund purchases. Marketeers are experts when describing their particular fund offerings’, the […]

Best SIPP for EU residents

The best SIPP for EU residents is an International SIPP. Sometimes referred to as a ‘non-resident SIPP’, it can be a useful retirement planning tool for expatriates. Many of us live, work or retire in an EU country and have a long ‘to-do list’ that needs ticking off before we can settle into everyday life. […]

The truth about pension fees and charges

New disclosure regulations for investments into financial products have obliged providers to make major changes to how pension fees and charges are presented to investors. These rules apply to all investment funds, pension plans, and QROPS trustee fees. Not only must pension fees and charges be disclosed before an adviser can complete an application, but […]

Investment risk management

Investment risk management is an on-going exercise if we wish to meet our financial planning goals. As our personal situation changes, it’s important that we alter our investment portfolio to reflect new needs and requirements. While it’s relatively easy to assess risk at the point of investing, unforeseen events can force a rethink. The most […]

Cash management in uncertain times

Never has it been more important to be aware of cash management in our financial planning. Markets are going through a period of high volatility where even traditionally low-risk sectors don’t offer a safe haven. An effective cash management strategy can plug the gap in unpredictable times. Fixed Interest funds are suffering due to gilt […]

Lifetime Allowance changes

This week saw the Westminster ‘Rumour Mill’ in full flow. Commentators and political pundits have been speculating on how the government will pay for the massive spending related to the Covid crisis. Taxes, and in particular the Lifetime Allowance, may be about to change. The cost of Covid is estimated to be around £360bn. The […]

Retire in Italy

If you are planning to retire in Italy there are some interesting options available to you. Many EU countries are considered relatively high cost from a tax perspective. However, things have been changing as Member States realise that lower tax rates are a great way of attracting wealthy individuals who provide much-needed income to local […]

The Portuguese compliant investment bond

The Portuguese compliant investment bond plays an important role in financial planning for expats. Picture your planning strategy as a cake with each slice allocated as a constituent part of the whole. Tax can represent one of the larger slices unless we do something about it. An ideal situation is where we have our cake […]

Investments and Brexit: the end of passporting

Just when we all thought the EU/UK withdrawal agreement was done and dusted, it looks like we will have to suffer many more months, or possibly years, of uncertainty over investments and Brexit. There has been much publicity surrounding the Irish border question and fishing rights, but many other issues need to be negotiated before […]

Financial planning: time for a spring clean!

The COVID-19 lockdown has prompted many to look for ways of using their extra spare time as productively as possible. For some, this includes reviewing their financial plan. We should always keep a close eye on our finances. It’s even more critical now that the fiscal effects of the COVID-19 crisis become apparent. Stock markets […]

QROPS pensions and divorce

Resolving issues relating to QROPS pensions and divorce requires a specific understanding of what can and can’t be done in accordance with the law. It’s an unfortunate fact of modern life that many marriages end in separation. Even in the most amicable of cases, financial problems tend to focus the mind. Negotiations can become fraught […]

Inheritance Tax Planning and Double Tax Treaties

Inheritance tax planning is a complicated issue that requires careful attention. Under current legislation, UK Inheritance Tax is levied on estates valued at over £325,000 at a rate of 40%. It is little wonder that around £5.4 billion in revenue was collected in 2018/19 by HMRC! If you are an expat, inheritance tax could apply […]

British in France Seek Expat Pension Advice on Brexit

Understanding the full ramifications of Brexit is likely to be impossible for some time to come. Many people need guidance on their tax situation and also expat pension advice. The British in France can attend meetings and receive valuable guidance from the Embassy regarding a whole host of post-Brexit concerns. A series of meetings have […]

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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)

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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

 

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