Axa Wealth offers tax help for IFAs with overseas clients

clock

AXA Wealth International has launched a range of tax intelligence documents for IFAs with clients looking to retire abroad.

Working in conjunction with Deloitte Private Client Services, the company will give advisers information on current taxation law and practice for individuals investing in life assurance bonds intending to reside in France, Spain, Italy, Germany, Portugal, Cyprus and Malta. "In the past there has been a lack of readily available information for IFAs looking to advise clients who want to retire abroad," says AXA Wealth International sales and marketing director Richard Leeson. "This sort of document has never been available before, and we are pleased to be able to offer our advisers a u...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax Planning

Lords committee calls on government to rethink IHT reforms

Lords committee calls on government to rethink IHT reforms

Warns IHT on pensions will place ‘huge burden’ on personal reps

Isabel Baxter
clock 28 January 2026 • 6 min read
Budget 25: IHT nil rate bands frozen until 2031

Budget 25: IHT nil rate bands frozen until 2031

Confirmed in Budget documents today

Isabel Baxter
clock 26 November 2025 • 2 min read
How charitable giving could help mitigate the IHT on pensions impact

How charitable giving could help mitigate the IHT on pensions impact

Castlefield adviser unpacks what the IHT on pensions changes mean for charitable gifting

Isabel Baxter
clock 27 October 2025 • 3 min read