Review of Axis Finance Consultants – the Southern European retirement experts

Money

Southern European retirement is a dream come true for millions of Brits, and why not? Fun, sun and relaxation are something our European cousins do pretty well. But what about navigating all those complex rules when retiring in another country?

Well, you don’t need to worry because there are companies out there that can handle all of this for you and give you expert advice.

A little about Axis Financial Consultants

There’s so much to think about when you retire that it can be head-spinning! With companies like Axis Financial Consultants, you are in safe hands, especially when it comes to the complex job of moving pensions to another country. Axis works to make this as simple as possible for customers, including sticking to tax rules and helping your money work for you when it should. From some of the pros of the service to common questions, here’s what you need to know.

A few advantages

As a consultancy agency, Axis welcomes anyone looking for advice about moving pensions abroad and retiring in Europe. This can be a hard subject to understand, but Axis’s excellent service does away with all the things that can put you off and just makes things much easier.

Experienced UK pension transfers

Border rules can be tricky to navigate. Fortunately, Axis has the right staff with the best knowledge for guiding you to the pension you need and the retirement you deserve. Whether it’s QROPS or SIPPS, the friendly team can help navigate the choppy waters of pension transfers.

Tax-efficient investments

Ooh, taxes! We all have to pay them, but you don’t have to get ripped off. Axis offers tax services that can potentially minimise the amount of tax you have to pay. They will also advise you of the different tax rules in European countries so you don’t end up with a nasty surprise.

Personalised advice

Every case is different, and it appears that Axis is very aware of this. When using the service, you will always have a case handler that offers personalised advice rather than generic outlines that some services do, including checking your location, retirement plan and assets you hold.

Free comprehensive guides

If you are on the fence about retiring to another country or moving pensions, you don’t need to feel left out. Before even paying a penny, Axis offers genuinely helpful free guides and case studies so you can make an informed decision when thinking about the future of retirement.

Excellent communication

Gone are the days of excellent customer service, but not with Axis! Like a unicorn in the forest, Axis is among the best retirement consultants in terms of customer service. Customer testimonials talk about how helpful, responsive and explanatory the service is for anyone.

Some cons of the service

Axis is probably one of the best services around for moving pensions to Europe, but that doesn’t mean there aren’t some things you need to be aware of. While their services cover everything you need to know about pensions, Southern European retirement can come with some issues.

Advice isn’t free

Is good advice ever really free? One thing we can agree on is that Axis doesn’t offer all its services free of charge, and they will be higher in cost than if you were to do it yourself. However, Axis experts take care of all of the things that are easy to get wrong when transferring.

Paperwork and delays

There are so many rules across borders that there can be a lot of paperwork and delays with transferring. While this is annoying, can you really blame Axis for this? In most cases, this is down to the red tape of the countries involved, and Axis will keep you informed at every step.

Volatile investments

Some of the investments that Axis pension services can make on your behalf can be volatile. This means you can make money or lose it over time. Again, though, this is based on market conditions, and your money is always at risk when making any kind of investment.

Complex border planning

Unfortunately, the nature of arranging pensions and retirement in other countries is complex. Some people might prefer easier arrangements, but that’s not always the case. While it can be confusing and off-putting, Axis does actually make the entire process much easier on the brain!

Ongoing costs of frequent moving

Axis offers expert advice about pensions, retirement and taxes in European countries. However, they only work on a case-by-case basis. So, if you move a lot, there could be ongoing costs added to your file as it is updated based on things like places with unusual tax rules.

Southern European retirement experts

So, there you have it, a quick review of Axis Financial consultants. There’s probably more to cover, but as a reference, you might find this helpful, and stop that head from spinning! Before you go, here’s a little overview of some of the key features of this comprehensive service:

• Help with transferring from the UK to abroad, such as SIPPs and work pensions.
• Flexible plans for international pension plans to move money across borders.
• Tax-efficient investment advice, such as compliance with local rules and regulations.
• Regular reviews and lifetime support on a bi-annual basis with an updated strategy.
• Expert knowledge about tax and pension rules across numerous countries.

Some commonly asked questions

Axis is a comprehensive service that makes it easier for people to retire to European countries in a safe and legal way. However, the very nature of this is complex and hard for many people to fully understand. Naturally, there are some commonly asked questions about retirement abroad.

What are QROPS and SIPPS, and which is better?

QROPS is the Qualifying Recognised Overseas Pension Scheme, and SIPP means Self-Invested Personal Pension. Both are UK pensions that Axis can help you choose between.

Will moving my pension abroad cost a lot?

This depends, as there are a lot of variables when arranging to move your pension to another country. There are costs, but Axis will always advise the best course of action for your case.

Can Axis help if I retire in more than one country?

Yes. Axis is a recognised expert service in cross-border retirement. Every day, they arrange this kind of service for clients who move a lot or live partly in one country and change homes.

Axis is one of the best services for Southern European retirement advice and arrangements. With pension transfers, tax minimisation and professional investment advice, they are also one of the most comprehensive. In short, Axis will just help make your move as easy as possible.