UK-India Financial Planning

    UK + India Knowledge = Smarter Decisions

    We specialise in UK-India cross-border financial planning and advice for UK-India residents, helping you navigate pensions, tax, investments, and wealth across both countries — whether you are based in London, New Delhi, Mumbai, Goa, or Bangalore.

    Get expert guidance on taxation and compliance reporting for UK residents with Indian assets, and India residents with UK holdings.

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    360° UK-India Financial Review

    Explore the 360° review
    • Clear UK-India financial planning
    • Cross-border tax efficiency
    • UK-India structure and strategy
    • UK-India regulatory compliance
    • Clear actions
    • Confident decisions
    Our Services

    Comprehensive UK-India Solutions

    Tax & Compliance

    Navigate complex cross-border tax obligations with expert guidance on UK-India tax laws.

    Savings & Investments

    Investment solutions designed for cross-border wealth accumulation and preservation.

    Estate Planning

    Protect your legacy with cross-border estate planning and succession strategies.

    Why Choose Us

    How We Add Value

    Experienced UK-India advisers delivering proven, practical solutions.

    Award Winning Services

    Recognised for excellence in cross-border financial planning with multiple industry awards and accolades.

    UK Based Trusted Support Partner

    UK-led advisory team providing reliable, independent advice you can trust across both countries.

    Service Excellence

    Client-first approach with clear communication, transparent pricing, and personalised solutions.

    Client Focus

    Your Objectives Matter the Most

    Your needs first. Clear advice. Transparent pricing.

    What our clients say...

    "360° UK-India Financial Review — I found Ranjit to be highly specialised and dependable, particularly in navigating complex UK-India cross-border financial matters. He consistently demonstrated professionalism, transparency, and integrity in his advice, ensuring clarity in decision-making. His responsiveness and client-centric approach stood out, as he addressed queries promptly and effectively. Overall, his personalised and structured guidance significantly enhanced my confidence in managing financial decisions and I highly recommend using Atwal Financial."

    S

    Sita

    UK → India

    21 June 2026

    Read More about our client testimonials
    Related Services

    Explore Our Other Services

    UK Pension & QROPS

    Specialist UK pension transfer and QROPS advice for NRIs.

    Read more about UK Pension & QROPS

    NRIs Living in the UK

    Cross-border advice for NRIs in the UK with property, savings or pensions in India.

    Read more about NRIs Living in the UK

    MyBridge India

    Business, property and personal support in India for UK families.

    Read more about MyBridge India

    Wealth Management

    Professional portfolio management across global markets.

    Read more about Wealth Management
    FAQs

    Frequently Asked Questions

    Official UK-India Tax & Residence Sources

    Cross-border planning between the UK and India rests on two statutory foundations. Both are published by the UK government:

    Indian Official Sources

    Cross-border planning involving India should be considered alongside current guidance from the Income Tax Department of India:

    UK-India Cross-Border Financial Planning Supporting Families, Clients & Businesses

    Contact us today for a free initial consultation