We support clients across Nottingham, Nottinghamshire and the wider East Midlands who have financial interests spanning the UK and India. Many are second and third generation families with UK pensions and careers alongside inherited property, family businesses or retirement plans in India.
Our advisers organise cross-border planning covering pensions, tax residency, investments and estate planning, so that decisions made in the UK do not create unintended consequences in India.
Consultations are held by video or telephone at a time that suits you. In-person meetings are available with our team in India where a face-to-face meeting is preferred.
A clear review of your UK workplace and personal pensions, including what happens if you retire to or spend extended periods in India.
Read morePlanning for East Midlands families preparing to return to India, or supporting relatives who already live there.
Read moreHow the UK-India Double Taxation Avoidance Agreement, HMRC reporting and Indian residency rules apply to your income and gains.
Read moreAligning UK wills and inheritance tax exposure with Indian succession rules and property held in India.
Read moreNottingham has long-established Indian and Punjabi communities, and the planning questions we hear locally are consistent: what happens to a UK pension if a family member retires to India, how is rental income from Indian property treated, and how should a UK estate be structured when beneficiaries live abroad.
We answer those questions in plain language and coordinate with regulated advisers and partners in each jurisdiction involved.
We serve Nottingham and Nottinghamshire clients by appointment, with consultations held by video or telephone. In-person meetings can be arranged with our team in India.
Yes. We review your existing UK pension arrangements, explain the options including QROPS where relevant, and set out the UK-India tax consequences before any decision is made.
Call +44(0)20-3769-7344, email contact@atwalfinancial.com, or use the contact form. Initial consultations are free and carry no obligation.
Nottinghamshire, East Midlands, United Kingdom
Serving Nottingham & Nottinghamshire • By appointment • Video and telephone consultations • United Kingdom
The regulatory framework below applies in relation to the UK-India financial planning and advisory services we organise. Atwal Financial Limited has not sought FCA authorisation to provide financial services in or from the UK. Atwal Financial (Services) LLP (India) delivers cross-border financial planning and advice through advisers and strategic partners who are regulated within the jurisdictions in which they operate, which includes the Securities and Exchange Board of India (SEBI), the Association of Mutual Funds in India (AMFI), the Pension Fund Regulatory and Development Authority of India (PFRDA), the Insurance Regulatory and Development Authority of India (IRDAI) and the UK Financial Conduct Authority (FCA).