AXA Life Europe

Through AXA Life Europe, based in Dublin, Ireland, you can invest through a tax-efficient jurisdiction. Whether you want to preserve your wealth, or pass it on to future generations - we aim to help.

What are the options

It's unlikely you'll have just one, simple objective for your money. But we know it's always important to get the most out of it. That's why our international bonds are built with choice and flexibility in mind. You could invest:

  • For growth
  • To support your pension
  • To provide an income straight away
  • To reduce the effect of inheritance tax on what you pass on to your family
  • For a mixture of these reasons
This means you could, for example, invest for an income while planning to reduce the effect of inheritance tax.

Choose from our international bonds

  • Selection

    Selection

    A flexible investment bond that you can adapt to meet your changing needs

    You initially invest a lump sum. You'll then have the flexibility to choose from a range of investment options and funds.

    You can:

    • Take an income - you decide how much and how often, choosing a set amount monthly, quarterly, half-yearly or yearly
    • Keep your money invested - so that it can potentially grow in value
    • Do both - take an income while leaving some assets untouched
    • Set up a trust fund - invest for your family using a trust

    Selection is:

    • Designed for medium to long-term investment, so 5-10 years or longer
    • Available in a choice of pounds sterling, US dollars or euros
    • Available with a minimum investment of £50,000, US$100,000 or €75,000

    Read more in our:

    Product Guide Key Features Document Charges Guide
  • Delegation

    Delegation

    Tax planning and expert management

    With Delegation you can let your discretionary manager handle your investment portfolio, while being able to use the tax deferral benefits of an investment bond. Your manager will have access to all the investments they'd usually use if you invested with them directly, which means they can build you a more tailored portfolio than they could with most investment bonds. As with our other bonds, you can still:
    • Take an income - you decide how much and how often, choosing a set amount monthly, quarterly, half-yearly or yearly
    • Keep your money invested - so that it can potentially grow in value
    • Do both - take an income while leaving some assets untouched
    • Set up a trust fund - invest for your family using a trust

    Delegation is:

    • Designed for medium to long-term investment, so 5-10 years or longer
    • Available in a choice of pounds sterling, US dollars or euros
    • Available with a minimum investment of £100,000, US$200,000 or €150,000

    Read more in our:

    Product Guide Key Features Document Charges Guide

Our products are only available through a financial adviser. It’s likely that you’ll already have a financial adviser, who will be able to provide more information on investing offshore and how our products can help.

If you don’t currently have a financial adviser please go the Financial Conduct Authority’s (the UK regulator for financial advisers) website to find out more on how to find one.

Find out more

 

Alternatively, if you would like to do a bit more reading before you get in touch with a financial adviser, you can find plenty of helpful information in the literature library

Please bear in mind

AXA Life Europe products are designed for UK residents. Please speak to your adviser to see if our products are suitable for your needs and if you are eligible to apply.

Your investment can go down as well as up and you could get back less than you paid in. The information above is based on our interpretation of current law and taxation. Taxation depends on individual circumstances and is liable to change.