UK-India Financial Planner in London
Our head office sits on Regent Street in central London, where we have organised UK-India financial planning for clients since 2008. If you live or work in London and hold assets, pensions or family commitments in both countries, your planning needs to work under two tax systems at once.
We help London-based professionals, business owners, NRIs and OCI card holders bring their UK and Indian finances into a single, coherent plan — covering pensions, investments, property, tax residency and estate planning.
Consultations are held by video call or telephone at a time that suits you. In-person meetings are available with our team in India where face-to-face discussion is preferred.
Cross-Border Services for Clients in London
UK Pension & QROPS Planning
Reviewing UK workplace and personal pensions, including QROPS suitability where a move to India is planned.
Explore QROPS planningUK-India Financial Planning
A single coordinated plan across UK and Indian assets, income, residency and long-term goals.
View the planning overviewDTAA & Cross-Border Tax Planning
Guidance on the UK-India Double Taxation Avoidance Agreement, HMRC reporting duties and tax-efficient cross-border planning.
See the 360 ReviewReturning to India Planning
Planning the financial, pension and residency decisions that come with a permanent or planned return to India.
Read the returning NRI guideEstate & Inheritance Tax Planning
Coordinating UK inheritance tax exposure with Indian succession rules where beneficiaries live in either country.
Read the inheritance guideIndian Property & Repatriation
Coordinating inherited or owned Indian property, sale proceeds and repatriation with your UK tax position.
Read the repatriation guideMyBridge India Support
Business, tax, compliance and personal support on the ground in India.
Explore MyBridge IndiaCross-Border Planning for London Professionals and Families
London holds one of the largest UK-India communities in the world, and with it some of the most complex cross-border planning questions we see. Clients frequently hold a UK workplace pension, an Indian NRE or NRO account, inherited family property in India and a UK home — each with its own tax treatment.
Our role is to organise that picture into one plan and coordinate with regulated advisers and strategic partners in the jurisdictions concerned.
- UK workplace and personal pensions, including defined benefit reviews
- NRE, NRO and FCNR account structuring alongside UK accounts
- Residency and domicile planning for moves between London and India
- Inherited Indian property and repatriation of sale proceeds
- Inheritance tax planning where beneficiaries live in India
- Ongoing reviews as UK and Indian rules change
What Our Clients Say...
"Ranjit provided excellent support and advice in getting my pension transferred from UK to India. Unfortunately my UK pension provider didn’t make the process easy for me and it took over 5 months to get the money moved over. I was close to giving up on the whole process few times but for Ranjit’s support and encouragement. He took care of all the paperwork and all I had to do was to provide the documents needed. I would highly recommend their services and would also encourage those who are looking to transfer their pension overseas to not delay the process. Thanks for your help!"
Kiran Banan
London → Mumbai
06 September 2026
Frequently Asked Questions
Do you meet clients in person in London?
We work with London clients primarily by video call or telephone, so we can support you wherever you are. In-person meetings are arranged with our team in India where a face-to-face meeting is genuinely necessary.
I live in London but hold assets in India — can you help?
Yes. That is the core of what we do. We organise planning across UK and Indian pensions, investments, property and tax positions so that both sides of your finances work together.
How do I book a consultation in London?
Call +44(0)20-3769-7344, email contact@atwalfinancial.com, or use the contact form. Initial consultations are free and carry no obligation.
Speak With Our London Team
London
England, United Kingdom
3F 207 Regent Street • London W1B 4ND • United Kingdom