Case Study • UK-India Cross-border Taxation

Navigating Cross-Border Taxation & UK Inheritance Tax Planning: A Case Study of Celebrity Artist Couple Introduction: This case study delves into the intricacies faced by a celebrity artist couple, one based in Mumbai, India, and the other in London, UK.  Their story highlights the challenges of cross-border personal and business taxation, wealth management, and UK inheritance planning,… more

Fundsmith has smashed the return of its benchmark and the FTSE 100 (INDEXFTSE:UKX) since inception. Is this the perfect ‘buy and forget’ investment? Fundsmith Equity remains one of the most popular funds among our investors and it’s not hard to see why. It has a straightforward, nonsense-free approach — espoused by manager Terry Smith — coupled with… more

If you receive foreign income and pay tax overseas, it can end up being complicated and costly to move your money back and forth. Fortunately, with TorFX you can simplify your overseas transfers, allowing you to reduce the hassle and get more from your money. With a TorFX account, you can store multiple currencies in a virtual… more

Secure your legacy and protect your loved ones’ future. Don’t wait, take control now and ensure your wishes are honored. Contact us today to start crafting your personalised will and how to avoid UK inheritance tax. Our international team of advisers and partners provide cross-border financial planning, wealth management & business solutions specialising in UK-India cross-border advice…. more

Around a million young Indians join the workforce every month. And because of the size and youthful demographics of the population, this driving force of growth will continue for the coming decades. The country will soon be home to the largest workforce in the world. This so-called ‘demographic dividend’ is not only a boon for India, it… more

Expats and returning NRIs to India with a UK pension will require UK pension advice and potentially QROPS (Qualifying Recognised Overseas Pension Scheme) advice for several reasons: 1. Transferring UK pension benefits: QROPS is a scheme that allows UK pension holders who have left the UK to transfer their pension benefits to a pension scheme in another… more

If you are an expat living in India we are here to help with your financial planning. Cross-border financial planning is important for several reasons: 1. Tax Efficiency: When individuals have assets and investments across multiple countries, it becomes essential to understand the tax implications of these investments. Tax laws vary across borders, and planning your finances… more

Atwal Financial is pleased to announce that it has been recognised for its work in pension transfers with HDFC Life, a leading financial institution in India. HDFC Life has provided better outcomes for clients’ pension planning resulting in higher levels of income. Atwal Financial’s methodologies have been proven effective and its collaboration with HDFC Life is a result… more

Our business solutions provide a cross-border bridge to India, helping clients connect with students, customers, partners, distributors & talent. We’ve helped clients globally to hire and manage talent in India. We have the tools to search and hire talent through our HR administration platform to help power your business. We offer a personalised “human” approach with client… more

The clear advice is to make sure the owner of any residential, agricultural or commercial property in Punjab is outlined in a will in India and the selected beneficiary or beneficiaries noted. If the property is ancestral and upon the death of the owner, the asset can only be inherited by the immediate family on an equal… more