AXA is one of the world's leading insurance groups. They provide pensions, healthcare, investments and insurance. One of AXA's UK companies is AXA Sun Life Services plc which is regulated by the Financial Services Authority.

If you are thinking about inheritance tax planning to increase the amount you can provide for your family, AXA offer various investments held offshore which can be in put under trust and can be used for inheritance tax mitigation.

 

The Estate Planning Bond and the International Inheritance Trust available from AXA Isle of Man are worth consideration. Or Evolution which is a single premium offshore bond. This gives you access to a wide range of funds from many of the world's leading investment management groups. This provides tax efficient, expertly managed investment opportunity which can be tailored to suit your preferred risk level.

If you would like to know more about this or inheritance tax planning in general, please complete the Quick Enquiry Form above and a financial adviser will be in touch with you.

For everything you need to know about retiring overseas, visit us at www.pensions.co.uk

 



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