UK-India Financial Planner in New Delhi
Our India office supports clients across New Delhi and the wider Delhi NCR region — Gurugram, Noida and Faridabad — who hold UK pensions, UK property or UK investments while living in India.
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.
We organise that planning locally, working with advisers and strategic partners regulated in the jurisdictions concerned. In-person meetings are available at our India office, alongside video and telephone consultations.
Cross-Border Services for Clients in New Delhi
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 Returning NRIs Across Delhi NCR
Delhi NCR draws a steady flow of professionals returning from the UK, often with a workplace pension, a UK property still held or let, and family assets already in India. The order in which these are dealt with matters, because Indian residency status changes the tax treatment of overseas income.
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...
"We were extremely fortunate to come across Ranjit in our hour of need. Despite almost zero notice, he responded in less than 48 hours with a well reasoned and detailed response to our enquiry. We look forward to dealing with him in future."
Frequently Asked Questions
Can I get UK pension advice while living in New Delhi?
Yes. Our India office supports clients across Delhi NCR with UK pension reviews, transfer options and the UK-India tax position, 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.
Can I meet an adviser in person in Delhi?
Yes. In-person meetings are available at our India office in Delhi, alongside video and telephone consultations. WhatsApp or call +91 837-392-8038, or email contact@atwalfinancial.com. Initial consultations are free and carry no obligation.
Speak With Our New Delhi Team
New Delhi
Delhi NCR, India
New Delhi, Delhi NCR • Advisers nationwide across India • By appointment