UK-India Financial Planner in Goa
We support British expats and NRIs living in Goa, as well as clients planning a move to India, with UK pensions, property, investments and financial interests across both countries.
Returning NRIs, OCI card holders and Indian nationals with a UK working history face a specific set of questions: how a UK pension is taxed once you are Indian resident, how RNOR status affects the timing of a move, and how UK assets should be reported on both sides.
Our India team coordinates with our London head office and appropriately regulated advisers and strategic partners. Consultations are available by video or telephone; contact us to discuss appointment arrangements.
Cross-Border Services for Clients in Goa
QROPS to India
Transferring UK pensions to QROPS or qualifying schemes for NRIs who have moved back to India.
Read the QROPS transfer guideExpat Financial Planning
Cross-border financial planning for British expats living in India, coordinated with India-regulated advisers.
View the planning overviewINR Financial Planning
Insurance and mutual fund planning in INR, delivered through advisers regulated by IRDAI and AMFI in India.
Explore INR planningRNOR & DTAA Tax Planning
Using the RNOR window and the UK-India Double Taxation Avoidance Agreement to plan the timing and treatment of overseas income.
Calculate your RNOR statusUK Pension Advice in India
Your UK pension options once resident in India, including income, lump sums and the tax treatment of each.
Read UK pension adviceSelling UK Property from India
Selling or letting UK property while resident in India, including capital gains reporting on both sides.
Read the property sale guideUK-India Financial Planning
A single coordinated plan across UK and Indian assets, income, residency and long-term goals.
See the 360 ReviewMyBridge India Support
Business, tax, compliance and personal support on the ground in India.
Explore MyBridge IndiaPlanning for British Expats and NRIs in Goa
For British expats and returning NRIs in Goa, financial planning often involves a UK pension, a UK home still owned or let, and savings or family assets in India. Reviewing these together helps identify the residency, reporting and income decisions that need attention before and after a move.
We map your UK and Indian position together and set out the decisions that need to be taken before, during and after a move.
- UK pension income and lump sums once Indian resident
- QROPS suitability and the transfer process end to end
- RNOR window planning around the date of return
- Selling or letting UK property from India, including CGT reporting
- NRE, NRO and FCNR account structuring and repatriation limits
- Estate planning where assets sit in both countries
What Our Clients Say...
"Ranjit has been incredibly generous with his time so far and has answered many of my questions in the initial discovery call. I look forward to working with him further."
Frequently Asked Questions
Can I get UK pension advice while living in Goa?
Yes. Our India team supports British expats and NRIs in Goa with UK pension reviews, transfer options and cross-border planning, coordinated with our London head office.
What is RNOR status and does it apply to me?
Resident but Not Ordinarily Resident is a transitional Indian tax status that can apply for a limited period after returning to India. It affects how overseas income is taxed, so the timing of a move and of pension withdrawals should be reviewed together.
How do I arrange a consultation from Goa?
Consultations are available by video or telephone. Contact us to discuss appointment arrangements. WhatsApp or call +91 837-392-8038, or email contact@atwalfinancial.com. Initial consultations are free and carry no obligation.
Speak With Our Goa Team
Goa
India
Advisers nationwide across India by appointment
We also serve clients across the UK — London, Leicester, Manchester & Nottingham — and across India — New Delhi & Mumbai.