Global Tax & Property Guidance

Global Tax & Property Guidance

NRI Client (UK Resident) – Tax Planning & Real Estate Advisory

Client Location: London, UK

Industry: High-net-worth Individual (HNI)

Engagement Duration: 6 Months

Problem:

An Indian-origin UK resident needed guidance on tax-efficient repatriation of rental income from Indian properties, declaration of global income in the UK, and inheritance planning across jurisdictions.

Our Solution:

Provided end-to-end NRI tax filing in India and assisted with UK declarations.

Implemented Double Taxation Avoidance Agreement (DTAA) benefits to avoid dual taxation.

Coordinated with a UK tax consultant for seamless cross-border planning.

Recommended a real estate holding structure through a family trust.

Outcome:

Saved approximately ₹7.2 lakhs in taxes via DTAA benefits.

Ensured full compliance with both HMRC (UK) and Indian tax authorities.

Built a long-term estate plan securing intergenerational wealth transfer.