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    Atwal Financial

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    Atwal Financial
    • 32 Videos
    • 16 Subscribers
    • 1.1K Views

    UK-India Cross-Border Financial Planning & Advice • contact@atwalfinancial.com • www.atwalfinancial.com

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    Offshore Wealth Management Explained: Insurance-Based Financial Planning with Utmost Group

    Atwal Financial brings you an overview of Utmost Group's premier offshore financial planning solutions. Discover how insurance-based wealth structuring and unit-linked policy solutions can help protect, manage, and transfer your assets seamlessly across borders. Whether you are a high-net-worth individual, an expat, or managing family wealth internationally, Utmost Group delivers robust global solutions backed by £116bn+ in assets under administration and an A+ Fitch rating. 🔑 Key Topics Covered: - Insurance-based wealth solutions for globally mobile clients - Unit-linked insurance policies for flexible asset management - Cross-border financial planning & wealth structuring - Utmost Group's global presence across 13 locations 💼 About Atwal Financial: Atwal Financial helps clients navigate complex cross-border financial planning, international pensions, and global investment strategies. 📌 Connect with Atwal Financial: - Website: https://www.atwalfinancial.com - Contact Us: Get in touch for personalized offshore financial planning advice. #AtwalFinancial #OffshoreFinancialPlanning #WealthManagement #UtmostGroup #InternationalInvesting #HNWI #CrossBorderPlanning
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    India–UK Free Trade Agreement: What It Means for Indian Professionals & Businesses in the UK

    The India–UK Free Trade Agreement (CETA) is now in force. But what does it mean for Indian professionals, businesses and families with connections to both India and the UK? The India–UK Comprehensive Economic and Trade Agreement introduces significant changes to trade, business and professional mobility between the two countries. In this video, we look at: • What the India–UK Free Trade Agreement means for businesses • How tariff reductions could benefit Indian exporters • Opportunities for sectors including IT, professional services, textiles, pharmaceuticals and auto components • What the agreement could mean for Indian professionals working in the UK • The new UK–India social security agreement and Double Contributions Convention • How cross-border professionals and businesses may benefit from closer UK–India economic ties The India–UK CETA entered into force on 15 July 2026, alongside the new social security agreement between the two countries. The Double Contributions Convention is designed to help eligible workers temporarily moving between India and the UK avoid paying social security contributions in both countries simultaneously. For people living, working, investing or doing business between the UK and India, understanding these changes is becoming increasingly important. ATwal Financial provides financial planning and guidance for individuals and families navigating UK–India cross-border financial decisions, including pensions, investments, tax considerations and long-term financial planning. Subscribe for more insights on: 🇬🇧 UK pensions 🇮🇳 India–UK financial planning 🌍 Cross-border financial decisions 💼 UK financial planning 📈 Investments and long-term wealth planning Visit Atwal Financial: https://atwalfinancial.com #IndiaUKFTA #UKIndiaTrade #IndianProfessionalsUK
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    India Market Outlook July 2026 | GDP Forecast, Indian Equities & Fixed Income | India Brief

    Welcome to the July 2026 edition of India Brief, where we share our latest views on the Indian equity and fixed income markets. In this edition, we discuss: • Our upgraded FY27 GDP growth forecast to 6.3% • Why we remain tactically underweight on Indian equities • Our preferred sectors, including financials and industrials • Our outlook for India’s economy and investment markets Whether you’re an investor, NRI, wealth manager or simply interested in India’s economic outlook, this video provides a concise overview of our latest market views. If you found this video useful, please Like, Subscribe and click the notification bell for future updates. #IndiaMarkets #IndiaEconomy #Investing
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    Moving Back to India from the UK? Don’t Make These Pension Mistakes

    If you have a UK pension and are planning to return to India, obtaining professional advice before making any decisions could save you significant time, tax and expense. At Atwal Financial, we specialise in helping Indians with UK pensions and cross-border financial planning between the UK and India. 📅 Book a free initial consultation: https://atwalfinancial.com 📖 Learn more about our UK-India Financial Review: https://atwalfinancial.com/360-uk-india-financial-review Whether you’re returning to India next month or simply exploring your options, we’re here to help. Subscribe for more UK-India pension, tax and financial planning insights. #MovingToIndia #ReturningToIndia #UKPension #IndianInUK #NRI #UKtoIndia #RetirementPlanning #CrossBorderFinance #FinancialPlanning #AtwalFinancial
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    Money & Pension Service: What is financial wellbeing?

    This 2 minute video explains what financial wellbeing is, why it is important and how it can benefit both employers and the workforce.
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    What Happens to Your UK Pension When You Return to India? NRI Pension Advice

    If you are an Indian or NRI working in the UK and contributing to a UK pension, it is important to understand what happens to your UK pension when you return to India. Many NRIs build up UK pension savings but are unsure how their UK pension will be taxed in India, how withdrawals work, or whether their pension can be transferred when they leave the UK. Understanding the UK pension rules for Indians returning to India is important because cross-border tax rules between the UK and India can significantly affect how and when you access your pension. Atwal Financial specialises in UK pension advice for Indians and NRIs living in the UK, including cross-border financial planning for those planning to return to India. If you would like to discuss your UK pension and your future plans in India, please contact us: contact@atwalfinancial.com
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    India Brief: HSBC view on equity & fixed income markets

    India Brief: HSBC view on equity markets - After volatile 2025 - India’s GDP growth to be robust in 2026 grow around 6% - aided by domestic resilience, disciplined government spending - potential US trade deal - neutral stance on Indian equities & prefer large caps over mid caps
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    UK–India Cross-Border Financial Planning Explained • UK Pensions, Tax & Investment Guidance

    Are you a British expat or NRI living in India with financial ties to the UK? In this video, Ranjit Atwal from Atwal Financial explains how cross-border financial planning works between the UK & India, including UK pensions, tax considerations, investments, and how to avoid costly mistakes.
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    UK-India Cross-Border Financial Planning • RL360 PIMS Portfolio Bond

    Grow and protect your investment while enjoying the convenience of full access to your money. Starting from an initial premium of just 45,000 pounds Sterling, this flexible portfolio bond is designed to help you get the most out of your wealth, with a host of exciting features that help you to minimise the cost and burden of passing down wealth to your loved ones. Create a portable and personalised investment option while working overseas with the flexibility to appoint an investment adviser discretionary manager. Benefit from lower fund charges and access to a vast range of investments many of which are unavailable from domestic providers. Invest in a stable portfolio that moves with you wherever life takes you. Denominated in one of 7 leading currencies, like Sterling, US Dollars, Japanese Yen and Euros. Make the most of your wealth with an RL360 PIMS portfolio bond.
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    8 November 2025

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    Talk Money Week 3-7 November 2025

    Each November we encourage everyone to come together for Talk Money Week. Our aim is to help everyone start the conversation, about anything from pocket money to pensions. Everyone can take part and get involved with the events and activities – from workplaces to schools, and families to communities. www.atwalfinancial.com #TalkMoney #StartTheConversation #NRI #UKNRI #UKPensions #UKInvestments #QROPS
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    UK-India Free Trade Agreement

    MyBridge India - support partner for clients seeking assistance in India www.atwalfinancial.com • contact@atwalfinancial.com
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    Go-To Solution for Assistance in India #ukindia #india #indiaadventures #indiafinance

    Your Go-To Solution for Assistance in India Personal Requests: Support for personal needs and arrangements Ancestral Land: Help with managing, claiming, or resolving issues related to ancestral property Property Management: Assistance with buying, selling, or maintaining property in India Business Operations: Guidance for setting up, running, or expanding business operations Legal Matters: Legal support for contracts, disputes, or compliance issues Tax Matters: Tax advice and planning tailored to Indian requirements contact@atwalfinancial.com • www.atwalfinancial.com
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    Regular Savings Plan by RL360 #financialadvice #ukindia #portfoliomanagement #india #regulated

    Sometimes a little goes a long way. By making affordable, regular payments today, you can start building a flexible foundation to support your future, no matter where life leads you. contact@atwalfinancial.com • www.atwalfinancial.com

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