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

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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Card Icon Assurance Vie

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.

A hand placing a coin on top of a stack of coins partially buried in soil
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 €...

A transparent jar filled with coins, with a small green plant sprouting from the top
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...

Calculator next to small house models placed on US dollar bills, symbolizing real estate investment and property tax calculations.
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.
Card Icon Portuguese compliant Bonds

Portuguese compliant Bonds

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

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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.

Tax Advice

Tax legislation is in a state of constant flux for many countries. Many governments adopt the ‘stick’ of compulsory taxation for residents of a country, whilst also offering ‘carrots’ in the form of allowances and legal loopholes to soften the blow. Only by keeping on top of changes in tax and pensions regulations can one be confident of making the best choices for your personal situation.

AXIS Financial
Consultants

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

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More contact information

AXIS Financial Consultants are a fully authorised “Courtier d’Assurance” in France, ORIAS reg. no. 17 003 701.
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The company has also obtained ‘passporting rights’ to offer insurance-based products in the EU. As a result, we have ‘Freedom of Services’ certificates to conduct activities in Spain, Portugal, and a selection of other EU countries.