Cross-border advisory
Cross-border advisory
The structuring layer beneath every move: who is resident where, which country may tax what, how money travels legitimately in both directions, and what has to be reported to whom. This is where the Chartered Accountant side of the practice does the heavy lifting.
Prefer a set time? Book a consultation · Mon–Sat, 10am–7pm IST
Both directions
Inbound and outbound, held together
Inbound — foreign businesses and people coming to India
Foreign companies establishing here, and foreign nationals earning or investing in India.
- Entry vehicle and FDI route for the sector, with approval requirements identified early
- Residential status of assignees and the resulting Indian tax exposure
- Permanent establishment and place-of-effective-management risk assessment
- Withholding tax on payments abroad, with treaty rates and Form 15CA/CB
- Transfer pricing policy and documentation for related-party dealings
- Repatriation of profits, dividends and capital with the correct FEMA reporting
Outbound — Indians and Indian businesses going abroad
Indian groups expanding overseas and individuals relocating or investing offshore.
- Overseas Direct Investment structure, valuation and reporting for corporate investment
- Liberalised Remittance Scheme planning for individual remittances
- Tax residency in the year of departure and the treaty tie-breaker position
- Double taxation relief with credits properly evidenced in both returns
- Foreign asset and income disclosure in the Indian return
- Exit timing for ESOPs, provident fund, property and other assets
Scope of work
Six places cross-border arrangements fail
Residency determination
Day counts, deemed-residency rules and treaty tie-breakers applied to your actual dates rather than assumed.
Treaty positions
Article-by-article analysis for salary, dividends, interest, capital gains, pensions and business profits.
FEMA, ODI & LRS
The route money takes in and out of India, with the filings, valuations and bank documentation to support it.
Transfer pricing
Policy setting, benchmarking, documentation and Form 3CEB for intra-group transactions.
Permanent establishment
Reviewing agents, contractors, servers and secondments for unintended taxable presence.
Coordinated filings
Indian returns prepared in-house and overseas filings coordinated with partner firms so both tell the same story.
Our process
How we help
Tap a step to see what happens.
Step 1You send an enquiry
Use the form, WhatsApp or a call. Tell us where you want to go and what you want to do.
Step 2Basic assessmentFree
Use our free points calculator to see roughly where you stand. You can do it yourself, or we can do it with you. We do not give detailed assessments by email. A full assessment is part of the paid consultation.
Step 315-minute call (Australia)Free
For Australian visas, a short free call with our Registered Migration Agent to answer your first questions and point you in the right direction.
Step 4Detailed consultationPaid
A 40 to 45 minute session with a Registered Migration Agent on your full profile, your options and your questions. This is a paid service. The fee is shared when you book.
Step 5Letter of advicePaid
Included with the paid consultation. A written letter: the visa that suits you best, your next steps, cost considerations, which country fits, and realistic timelines.
Step 6Service agreement and payment
If you wish to go ahead, you sign our service agreement and pay. Our fees and scope are in writing before any work starts.
Step 7Checklist and documents
We issue a checklist made for your case, and collect and check your documents with you.
Step 8We start your process
We prepare and lodge your application, answer every request from the authorities, and keep you updated until a decision.
FAQs
Cross-border questions
When do I stop being a tax resident of India?
Will I be taxed twice?
What is the most common outbound mistake?
Do you file returns in both countries?
Let's map your global pathway
A first consultation covers eligibility, realistic timelines, total cost and the tax consequences of the move. You leave with a written plan, not a brochure.