Description
AXIS Financial Consultants specialize in international retirement planning, specifically tailored for expatriates. For clients considering a UK pension transfer overseas, AXIS provides essential services including initial pension transfer advice, arrangements for obtaining the latest pension transfer value, and oversight of the entire UK pension transfer process. With extensive knowledge of UK and EU tax legislation, particularly regarding Double Tax Treaties, Inheritance Tax, and Wealth Tax, AXIS ensures clients make informed and cost-effective tax decisions. Additionally, AXIS offers guidance on assurance vie products in France and compliant investment bonds in Spain, which expatriates frequently utilize for tax planning purposes.
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