Tax-Efficient Investments | Axis Financial Consultants

Tax-Efficient Investments

Tax-Efficient
Investments

One of the most important things to consider when moving overseas is the impact of the country’s tax code on your financial position. AXIS Consultants have in-depth knowledge of the tax laws and regulations of the countries where we conduct our activities.

Whether you seek information regarding a pension transfer or financial planning, we can offer you invaluable advice to help you make tax-effective investment decisions. Areas we advise on include:

Retirement planning
Tax legislation changes
Inheritance tax
Succession planning

Tax planning
Tax-efficient investments in France, Spain and Portugal
Wills and estate planning

Card Icon French Inheritance Tax

French inheritance Tax

One of the greatest challenges for expat residents of France is trying to understand French inheritance tax laws. The laws can be both complex and rigid.

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Assurance Vie

The Best Assurance Vie providers in France offer international products suitable for expatriates. These tax-efficient products help your saving grow more effectively.

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Card Icon Spanish compliant bonds

Wealth Tax in France

Wealth tax in France is payable by resident households where the total worldwide properties exceed 1,300,000 €...

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Card Icon French Inheritance Tax

Spanish compliant bonds

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

Small Spanish flag placed on a map beside stacked Euro coins, symbolizing Spain’s economy and taxation system.

Card Icon Assurance Vie

Non-resident tax in Spain

Exposure to non resident tax in Spain can be a concern to anyone owning property there...

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Card Icon Spanish compliant bonds

Wealth Tax in Spain

Wealth tax in Spain is regarded as being a ‘blunt tool’ used by the government to raise revenue...

Stack of coins in front of the Spanish flag, symbolizing Spain’s economy and financial system.

Portuguese compliant Bonds

The Portuguese compliant investment bond plays an important role in financial planning for expats.

Wooden blocks spelling ‘BONDS’ placed on stacks of Euro coins with the Portugal flag in the background.

Card Icon Non-habitual Residence in Portugal

Non-habitual Residence in Portugal

Despite the undoubted success of NHR in Portugal, political pressure has signalled the end of....

Businessman holding a small model house with a Portuguese cityscape in the background, symbolizing residency and property investment in Portugal.

Card Icon Tax Related Issues

Tax-related Issues

Services include pension transfers, retirement planning, and providing advice to our clients on tax-efficient investments.

Stressed man sitting at a desk with his head in his hands, with wooden blocks spelling ‘TAX’ in the foreground.

If you have an investment-related tax enquiry, please contact us:

AXIS Financial
Consultants

We are a team of international pension experts who assist clients in making the best financial decisions for their retirement.

AXIS Enquiry Form

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