UK - India - in one picture

Both your tax lives.
One quiet view.

You're UK tax resident with a Bangalore flat, an NRE account, a Mumbai mutual fund, and an NPS contribution. Your UK app doesn't see it. The Indian apps don't talk to each other. Sonuswealth natively handles UK + India - DTAA modelled, GBP/INR toggle, every wrapper visible, every tax position quantified. Built in from Phase 1, not promised in a later one.

- Who this is for

UK-NRI households. ~2.5 million of you.

You are UK tax resident with Indian-connected wealth - first generation, second generation, or returning. You hold NRE/NRO accounts, Indian mutual funds, ancestral or investment property in India, possibly NPS or PPF contributions, and increasingly Indian-listed equities. No UK consumer tool natively models any of this. Indian tools don't see the UK side. You've been flying with one eye closed.

Sonuswealth is the only UK-native picture that holds both your tax lives at once. UK rules on global income. Indian rules on NRI-classified assets. UK-India Double Taxation Avoidance Agreement modelled. Both sides reconciled. Live.

- What we natively handle

UK + India, modelled correctly.

Not "you can enter it manually." Natively modelled - meaning the engine understands the asset class, the tax treatment under both jurisdictions, the DTAA implications, and the currency conversion approach.

- UK side

UK assets & wrappers

  • ISA, JISA, LISA, SIPP, workplace pensions
  • UK property (primary + buy-to-let)
  • UK GIA + UK-listed equities
  • UK life cover, critical illness, income protection
  • UK tax: income tax, National Insurance, capital gains, inheritance tax, business relief, home allowances, pension limits, and post-75 pension rules
  • April 2027 pension IHT change modelled day one
- India side

Indian assets & wrappers

  • NRE (rupee, repatriable) + NRO (rupee, non-repatriable) accounts
  • FCNR(B) foreign-currency NRI deposits
  • NPS Tier-I + Tier-II + PPF (where eligible)
  • Indian mutual funds (equity / debt / hybrid)
  • Indian-listed equities, ETFs, REITs, INVITs
  • Indian residential, commercial & ancestral property
  • Indian tax: STCG, LTCG, TDS on NRI sales, surcharge bands
- Cross-border

UK-India DTAA

  • Article 4 - tax residency tiebreaker
  • Article 6 - immovable property (rental income)
  • Article 13 - capital gains on Indian shares + property
  • Article 14 - independent personal services
  • Article 23 - elimination of double taxation (FTC method)
  • Tax credit reconciliation: TDS in India ↔ self-assessment in UK
  • Display currency toggle: GBP ↔ INR (live FX, daily refresh)

Roadmap items past Phase 1: direct connection to Indian Open Banking (planned), Indian Stock Exchange direct integration (planned), India-resident tier (Phase 2: 2027 H2), UAE / Singapore cross-border tiers (Phase 3: 2028).

- UK-India DTAA, simplified

How double taxation actually gets avoided.

The UK-India DTAA (in force since 1993, amended 2013) prevents you being taxed twice on the same income. It does not stop you being taxed at all. The mechanics are: (1) figure out where the income arose, (2) figure out which jurisdiction has primary taxing rights, (3) the other jurisdiction gives you a credit for tax already paid. Sonuswealth does this for every Indian asset, every tax year, automatically.

The three-step picture

For most UK-NRI households, this is the flow that matters.

1

Income arises in India

Rent on the Bangalore flat. Dividend on the Indian mutual fund. Capital gain on the equity sale. TDS deducted at source by the Indian payer/registrar/depositary at NRI rates (often 20-30%).

2

UK has worldwide-income claim

As a UK tax resident, you must declare the Indian-source income on your UK self-assessment. The income is in scope for UK Income Tax and CGT - but the DTAA lets you offset what India already took.

3

Foreign Tax Credit

UK gives you a credit for the Indian tax already paid (capped at what UK tax would have been). Sonuswealth tracks every TDS receipt, applies the DTAA article, and shows the residual UK liability per asset, per year.

NRE & NRO Account Fund Flow Rules under FEMA

Under India's Foreign Exchange Management Act (FEMA), repatriation and funding pathways between your UK accounts and Indian NRE/NRO accounts are strictly compartmentalised. Sonuswealth monitors these channels to protect your tax-free status and plan transfers.

graph TD classDef default fill:#13111C,stroke:#6E5FCC,stroke-width:1px,color:#fff; classDef uk fill:#2B1E5C,stroke:#B0A5E6,stroke-width:2px,color:#fff; classDef india fill:#0A2B1D,stroke:#0FA67F,stroke-width:2px,color:#fff; UK["UK Bank Account"]:::uk -->|Foreign Currency Transfer| NRE["NRE Account - Tax-Free Interest"]:::india NRE -->|Full Repatriation| UK IND["Indian Domestic Income - Rent or Dividends"]:::india --> NRO["NRO Account - Taxable at 30 percent TDS"]:::india UK -->|Foreign Currency Transfer| NRO NRO -->|Restricted Repatriation - Max USD 1M per year| UK NRE -->|Transfer Allowed| NRO NRO -. Transfer Prohibited .-> NRE linkStyle 6 stroke:#E66565,stroke-width:2px,stroke-dasharray: 5 5;
- Three UK-NRI households

What changes when both tax lives are visible.

Raj - 41 - UK + India - mid-career
£4,200 of UK tax leakage, surfaced.
UK self-assessment last year
+£0 FTC
Indian TDS not claimed back - ~£4.2k leakage
After sonuswealth
£4,200 FTC
Indian TDS auto-reconciled - UK liability reduced

Raj had been paying TDS in India on his Bangalore flat rental and on Indian mutual fund distributions - but his UK accountant didn't have visibility, so the Foreign Tax Credit was never claimed. Sonuswealth tracks every Indian TDS receipt and surfaces it for the UK return. £4,200 recovered in the first year. The figure compounds annually for as long as he holds the Indian position.

Priya - 56 - returning to India in 7 yrs
Pension-of-residence reversal modelled.
Today (UK resident)
£480k SIPP
+ £180k Indian property + £62k NRE
Post-return (Indian resident)
RNOR window
Strategic withdrawal in years 1-2 of RNOR status

Priya is planning to return to India in seven years. Sonuswealth models the RNOR (Resident but Not Ordinarily Resident) tax window - a two-to-three year period after return where foreign income remains UK-taxable, not Indian-taxable. Strategically timed UK SIPP withdrawals during RNOR avoid Indian taxation entirely. £62,000 of tax arbitrage over the window, modelled and flagged for action.

Anjali - 33 - 2nd-gen British Indian
Inheritance from Mumbai. UK-tax safely.
Indian inheritance
₹2.1 Cr
- £198k - property + bank balance
UK position
£0 UK tax
India has no IHT - UK-domiciled receipt is not taxed

Anjali, born in Birmingham, inherited her grandfather's Mumbai flat and a chunk of Indian rupee deposits. India has no Inheritance Tax, and because the grandfather was India-resident with India-situated assets the inheritance is outside UK IHT — regardless of Anjali's UK residence (UK IHT attaches to the deceased's long-term residence, not the beneficiary's). The ongoing income from the Mumbai flat does become UK-taxable rental income. Sonuswealth modelled the repatriation options (FEMA limits — USD 1M/yr cap on sale-proceeds, NRO route, route via NRE), the FX timing risk, and the ongoing UK rental treatment. via NRE), the FX timing risk, and the ongoing UK rental treatment.

- UK-NRI FAQ

Questions worth asking.

Is this for UK tax residents only

Phase 1, yes - UK tax residents with Indian-connected wealth. The engine runs UK tax rules against your global position and uses the UK-India DTAA to reconcile what India already took. Resident-of-India is on the 2027 H2 roadmap as a separate tier.

Do you connect directly to Indian banks

Not in Phase 1 - Indian Open Banking is nascent and consent rails differ from the UK. You add NRE/NRO and Indian asset positions via guided onboarding (CSV upload, statement scan, or manual entry). Direct connection is on the Phase 2 roadmap.

What about the RNOR window

If you're planning to return to India, sonuswealth models the RNOR (Resident but Not Ordinarily Resident) tax window automatically - the 2-3 year period post-return when foreign income remains UK-taxable, not Indian-taxable. We flag strategic UK SIPP withdrawals during the window.

Does sonuswealth submit my Indian return

No. We do not file returns in either jurisdiction. We give you the picture, the calculation, and the supporting evidence - you (or your tax preparer) file. We're a planning and reconciliation tool, not a tax-filing service.

What about Indian mutual fund capital gains for NRIs

Modelled. Indian equity mutual funds (post-July 2024 Indian Budget): STCG 20%, LTCG 12.5% above ₹1.25 lakh. Debt funds: no LTCG indexation post-April 2023; gains taxed at marginal slab. TDS at NRI rates at source (rental 30%; LTCG 12.5%; STCG 20%, all plus surcharge / cess where applicable). Sonuswealth tracks holding period and applies the right rate, then reconciles via DTAA for UK FTC.

d applies the right rate, then reconciles via DTAA for UK FTC.

FX risk on repatriation

Surfaced. Sonuswealth flags FX exposure on every INR-denominated position and models the impact of GBP/INR moves on your UK-currency net worth and tax position. Live rates, daily refresh.

Are you FCA regulated

No. Sonuswealth is not FCA-authorised and we don't give regulated financial advice in either jurisdiction. We provide information and guidance about your own financial picture — UK rules, Indian rules, and the DTAA reconciliation between them. For a personal recommendation, speak to an FCA-authorised IFA in the UK or a SEBI-registered adviser in India. Your UK accountant and Indian CA remain in the loop.

Pricing

Same as standard: £9/month or £79/year. NRI coverage is included in every tier — no separate "international" pricing.

UK and India. One picture.
Built in from day one.

No other UK consumer tool natively models your Indian financial life. Sonuswealth does - in every Phase 1 wave, from the first day of access.

v0.5 site - UK-NRI