NRI Tax services
Global NRI Tax & Wealth Services
Cross-border tax compliance and wealth management for
NRIs across 6+ countries
- United States
- United Arab Emirates
- Canada
- United Kingdom
- Saudi Arabia
- Malaysia
25-min consult | then plans start at $249
Why country-specific matters
Tax rules aren't the same everywhere. Neither are treaties.
What works for an NRI in Dubai (zero tax) is a disaster for an NRI in Canada (worldwide taxation). What’s allowed in the UK (remittance basis) doesn’t exist in the US.
We build country-specific strategies based on your residency country, India tax obligations, tax treaties, and future plans.
What's Included
- Country-specific tax analysis
- India tax return (non-resident filing)
- Tax treaty optimization
- Cross-border wealth structuring
- Repatriation & exit planning
- Free 25-min consultation
We are not a law firm. We provide legal advisory, document drafting, and connect you with empaneled lawyers for court representation. All structures are compliant with Indian legal and tax frameworks.
Estimated time
2–4 weeks
Docs needed
5–10 documents
Countries covered
USA, UAE, Canada, UK, Saudi, Malaysia
Starting price
$249 (after free consult)
One firm. Multiple countries. Complete clarity. We're not a generic tax filing service. We're cross-border specialists who understand India tax law, local country tax law, tax treaties, and your future plans.
Cross-Country Comparison
Country
Personal Tax Rate
Worldwide Taxation?
India Tax Treaty
Key Trap for NRIs
USA
10-37% + state
Yes
Yes (comprehensive)
PFIC, FBAR, Estate Tax
UAE
0%
No
Yes (2024 updated)
Proving residency
Canada
15-33% + province
Yes
Yes (comprehensive)
TFSA/RRSP treaty gap
UK
20-45%
Yes (remittance basis)
Yes (comprehensive)
Remittance basis complexity
Saudi Arabia
0%
No
Yes (limited)
Zakat not creditable
Malaysia
0-30%
No (territorial)
Yes (comprehensive)
RPGT on property
United States of America
Why US is the most complex for NRIs – The US taxes worldwide income of residents, green card holders, and citizens.
Key Tax Issues
Issue
What You Need to Know
FBAR (FinCEN 114)
Required if foreign accounts >$10,000. Penalties up to $10,000 per violation.
FATCA (Form 8938)
Required if foreign assets >$50,000 (single) or >$100,000 (married).
PFIC (Form 8621)
Indian mutual funds = PFIC. Punitive taxation (37%+ interest). Avoid.
US Estate Tax Trap
NRIs with >$60,000 in US-situs assets owe 40% estate tax on excess.
Our Services
- FBAR & FATCA filing
- PFIC strategy
- 401(k)/IRA withdrawal planning
- US estate tax planning
Starting price: $299 (after free consult)
United Arab Emirates
Why UAE is attractive (but not simple) – Zero personal income tax. But your Indian tax obligations don't disappear.
Key Tax Issues
Issue
What You Need to Know
India-UAE Tax Treaty
Updated 2024. Must prove UAE resident status.
Indian Income Tax
<182 days in India = non-resident. Indian-source income still taxable.
Return to India
UAE savings become Indian-taxable when you return.
Our Services
Treaty residency analysis
- Indian tax return (non-resident)
- Cross-border wealth structuring
- Repatriation planning
Starting price: $199 (after free consult)
Canada
Why Canada is complex for NRIs – Canada taxes worldwide income. But the Canada-India tax treaty is generous.
Key Tax Issues
Issue
What You Need to Know
Worldwide Taxation
Canada taxes Indian rental income, capital gains, interest.
Foreign Tax Credit
Claim credit for taxes paid in India.
TFSA & RRSP
Special treaty treatment.
Our Services
Treaty optimization
- Canadian tax return with foreign income
- TFSA/RRSP strategy
- Pre-return planning
Starting price: $249 (after free consult)
United Kingdom
Why UK has unique rules for NRIs – The UK has a remittance basis of taxation.
Key Tax Issues
Issue
What You Need to Know
Remittance Basis
Foreign income kept outside UK may be tax-free.
UK Pension (SIPP, ISA)
ISAs tax-free in UK. India's position unclear.
Inheritance Tax (IHT)
40% IHT for UK domiciled individuals.
Our Services
Treaty election analysis
- Remittance basis planning
- UK pension strategy
- IHT planning for NRIs
Starting price: $249 (after free consult)
Saudi Arabia
Why Saudi is unique – Zero personal income tax. But Indian tax residency can still apply.
Key Tax Issues
Issue
What You Need to Know
No Personal Income Tax
Saudi does not tax salary, investments, or capital gains.
India-Saudi Tax Treaty
Limited treaty.
Zakat
Not creditable against Indian income tax.
Our Services
Tax residency analysis
- Indian tax return (non-resident)
- Saudi-to-India repatriation planning
- US investment coordination
Starting price: $199 (after free consult)
Malaysia
Why Malaysia has special rules – Malaysia taxes on a territorial basis.
Key Tax Issues
Issue
What You Need to Know
Territorial Taxation
Foreign income remitted to Malaysia is generally tax-exempt.
India-Malaysia Tax Treaty
Comprehensive treaty.
Malaysian Real Estate
RPGT applies on sale.
Our Services
Treaty optimization
- Indian tax return (non-resident)
- Territorial taxation strategy
- Return-to-India planning
Starting price: $199 (after free consult)
Process & Documentation Required
Step-by-Step Process (How We Work)
Step
What Happens
Timeframe
Free Consultation
25-min call. Share your country, visa status, assets, and future plans. We identify immediate red flags.
Within 48 hours
Document Collection
Upload documents to secure portal. We send customized checklist based on your country.
3–7 days
Country-Specific Analysis
Analyze documents against local tax laws + India rules + treaty. Identify filing obligations and tax exposure.
5–10 business days
Draft Report
Written report covering: what you owe, where, when; which forms to file; what to restructure.
3–5 business days
Review & Revisions
20-min call to walk through report. Answer questions. Make revisions.
2–3 business days
Final Delivery & Filing Support
Receive final report. We help file forms or coordinate with your local tax preparer.
Ongoing
Documents Required (By Category)
Category A: Identity & Residency Documents (Required for all NRIs)
- Passport (all pages with stamps)
- Visa / Work Permit / Residency Card
- Entry/Exit Dates (last 3-5 years)
- Tax ID Numbers (PAN, SSN, SIN, UTR)
Category B: Income Documents
- Employment Contract / Salary Statement
- W-2 / 1099 (US) or P60 (UK) or T4 (Canada)
- Salary Certificate (UAE, Saudi, Malaysia)
Category C: Indian Asset Documents
- NRE / NRO Account Statements (last 12 months)
- Fixed Deposit Summaries
- Demat Account Holdings
- Mutual Fund Statements (PFIC analysis)
- Property Purchase Deed / Sale Agreement
- Rental Agreements
- PPF / EPF Statements
Category D: Local Country Asset Documents
- USA: 401(k), IRA, brokerage statements
- UAE: Bank statements, investment accounts
- Canada: RRSP, TFSA, investment accounts
- UK: SIPP, ISA, investment accounts
- Saudi: Bank statements, investment accounts
- Malaysia: Bank statements, property documents
Category E: Tax History Documents
- Last 2-3 Years India Tax Returns (ITR)
- Last 2-3 Years Local Country Tax Returns
- Form 26AS (India)
- Foreign Tax Credit Computations
Basic Document Checklist (All NRIs) ✓ Passport copy (all stamped pages) ✓ Current country visa/residency card ✓ PAN card (India) ✓ Last 2 years India tax returns ✓ Last 6 months NRE/NRO bank statements ✓ Employment contract or salary proof ✓ Entry/exit dates for last 3 years
How to Submit Documents We use a secure, encrypted portal for document upload. After your free 25-min consult, we send you a unique upload link. Files are encrypted and accessible only to your dedicated analyst. We delete all documents 90 days after project completion.
Enquire About Global NRI Tax & Wealth Services
Pricing
First consultation free (25 min) — then plans start at $249
Common Questions
Frequently Asked Questions
Find answers to commonly asked questions about our services and how we can help you with your NRI Tax needs.
Is the first consultation really free?
Yes. 25 minutes, no obligation. We'll review your specific country and tell you what needs to be filed.
Which country has the best tax treatment for NRIs?
UAE and Saudi Arabia have zero personal tax. But your Indian assets still have obligations.
Do I need to file taxes in both my current country and India?
Usually yes. Your current country taxes your worldwide income (if they have worldwide taxation). India taxes your Indian-source income. Treaties prevent double taxation.
What if my country isn't listed?
We can help. Contact us for a free consult. We have expertise for most major countries.