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Estate Planning

Estate planning for NRIs requires a structured approach that takes into account assets held in multiple countries, differing inheritance laws, and potential tax implications across jurisdictions. It typically involves drafting valid wills in relevant countries, appointing executors or powers of attorney, and ensuring clarity on succession for property, financial assets, and investments. Careful planning helps avoid legal disputes, delays, and unnecessary tax exposure, while ensuring that assets are transferred smoothly in line with the individual’s wishes.

Indian Succession Laws

Indian succession laws govern how assets are distributed after death, varying based on religion and whether a valid will is in place.

POA & Nomination

Put clear arrangements in place so trusted individuals can manage your affairs and ensure smooth access to your assets when required, especially across borders.

Will

Clearly outline how your assets should be distributed to ensure your wishes are carried out smoothly and without disputes.

Trust

Structure your assets through a trust to enable efficient management, protection, and transfer of wealth across generations and jurisdictions.