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Axis-Finance.com

Pension transfer advice for UK expats and UK residents

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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 […]

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 […]

QROPS in Ireland for British expat residents

QROPS in Ireland are proving to be the ideal solution for British expats seeking to access their UK pension plans early. An estimated 300,000 UK nationals currently live and work in Ireland; many of these have retained UK pension benefits which they accumulated whilst working in Britain.   UK rules governing pension transfers have been […]

QROPS Ireland

The use of QROPS in Ireland as a vehicle for the transfer of UK pensions for returning Irish expats is becoming increasingly popular. In recent times many Irish found their way to English shores in the quest for work, adventure, and a chance to make their fortune. The era of ‘the Celtic tiger’ saw the […]

Categories

  • EU Taxation Matters (20)
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  • Pension transfers outside the EU (12)
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  • 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
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Recent Posts

  • Abolition of the LTA in the UK Budget
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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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