Cross-border diagnostic

Everything you hold, in one place, measured

Your Indian holdings and your local ones, seen together — currency exposure, concentration, what it costs you a year, and which reporting obligations a position of this shape triggers. It measures. It does not tell you what to do.

1. Where you live

Country of residenceCurrency you spendTax year

2. What you hold

Everything, on both sides. The point of the exercise is seeing it together — most people have never summed it.

NameValueCurrency

CountryIssuer (optional)Annual cost (e.g. 0.0003)

This is my employer’s stock

3. A few facts

These decide which obligations apply. If unsure, leave unticked.

I hold Indian mutual funds (ordinarily PFICs for US purposes)I hold offshore funds without UK reporting fund statusI became resident here recently, after years abroad

Disposals this yearForeign tax paid