Your guide to taxation in India

Guide to taxation in India

As an expatriate, your clients financial plans will need to be flexible enough to meet changes in their lifestyle, such as becoming tax resident in India.

Careful planning can help your clients boost their finances by preventing tax from eroding their savings and investments unnecessarily, but it does not have to be complex. 

When considering their return to India, it’s important they understand their Indian tax status and how the tax system back home could impact their finances.

By staying up to date with the latest reliefs and allowances and investing their money in tax-efficient products, your clients can ensure that they don’t pay any more tax than they need to.

International life plans taken out, as an expatriate, can play an important role in their financial planning as you can help them achieve tax efficiency when they return to India.

The information provided here does not constitute investment advice or an offer to provide any product or service by Friends Provident International and other companies within the Aviva group.

Please seek professional advice, taking into account your personal circumstances, before making investment decisions. We can accept no liability for loss of any kind incurred as a result of reliance on the information or opinions provided here.