UK-India Financial Planner in Nottingham
We support clients across Nottinghamshire as well as East & West 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 team organises UK-India cross-border planning covering pensions, tax residency, investments and estate planning, so that decisions made in India do not create unintended consequences in the UK and vice-versa.
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.
Cross-Border Services for Clients in Nottingham
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 IndiaServing the East & West Midlands UK-India Community
Nottingham 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.
- UK workplace pensions and defined benefit scheme reviews
- QROPS suitability where a permanent move to India is planned
- Rental and investment income arising in India while UK resident
- RNOR status planning for returning family members
- Wills, inheritance tax and cross-border succession
- Repatriation of funds between UK and Indian accounts
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 have an office in Nottingham?
We serve clients by appointment, with consultations held by video or telephone. In-person meetings can be arranged with our team in India.
Can you help with UK pension planning if I plan to retire to 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.
How do I arrange a consultation?
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 Nottingham Team
Nottingham
Nottinghamshire, East Midlands, United Kingdom
Serving East & West Midlands • By appointment • Video and telephone consultations • United Kingdom