Advisor reviewing cross-border tax documents

Tax advisory

Cross-border tax & mobility finance

The year you move is the most expensive year to get wrong. Residency status, income sourcing, treaty relief and asset reporting all shift at once — and both tax authorities are looking at the same transactions.

Scope of work

Six places the money leaks

Each of these is a decision with a deadline. Handled early they are routine; handled late they are assessments and penalties.

  • Tax residency determination

    Day counts, tie-breaker tests under the treaty and the split-year position for the year of departure or arrival.

  • Double taxation relief

    DTAA articles applied correctly to salary, dividends, capital gains, pensions and rental income, with credit claims documented.

  • Foreign asset & income reporting

    Schedule FA in India, foreign income disclosure abroad, and consistency between both filings.

  • Remittance & LRS compliance

    Structuring transfers for tuition, investment or family support with the paperwork banks and regulators expect.

  • Business & transfer pricing

    Related-party pricing, management fees, royalties and permanent-establishment risk across the two entities.

  • Exit & entry planning

    Timing of asset sales, ESOP exercises, provident fund withdrawal and property disposals around the move date.

Why it sits here

Migration advice without tax advice is half an answer

A visa grant that triggers dual residency, an unreported foreign asset or an untimed ESOP exercise can cost more than the entire application. Both sides are handled in the same room.

  • One advisor holds the visa timeline and the tax timeline, so dates are chosen deliberately.
  • Indian filings prepared in-house; overseas filings coordinated with partner accountants so both positions match.
  • Funds, remittances and sponsor income documented to the standard a case officer expects.
  • Business clients get entity, transfer-pricing and permanent-establishment positions reviewed together.

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Advisory in practice

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A walk through the practice

A walk through the practice

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FAQs

Cross-border tax questions

Plan the move before the tax year decides for you

Bring your dates, income sources and asset list — you'll leave with a written residency and reporting plan.