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SmartAWARE

Succession Advisory/Estate Planning

SmartAWARE India offers expertise services in estate planning and succession advising on practical aspects of organizing, protecting and transferring wealth among individuals, families and business owners in an effective way. We can assist with the structuring of succession, inheritance planning, wills, trusts, family wealth planning, the documenting of assets and coordination with other legal and taxation professionals. Our focus is to develop transparent, tax-efficient and well documented succession plans along with family goals and other applicable Indian laws. Our advisory methodology assists in cutting down on the disagreement to come, better continuity, and transfer both personal and business riches to target beneficiaries without causing any problem.

What we provide

Enquire about any of these and the form will already know what you were looking at — you can change it before sending.

  • Will & Testament Planning

    Help with the structuring and writing of wills that make it clear that assets are distributed to whom, who will be the beneficiaries, who will be an executor and who will be a successor; will be coordinated with legal professionals in proper documenting and adherence.

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  • Succession Planning

    Guidance to structured transfer of personal and business assets to heirs, in the light of family goals, ownership strategies, taxation, legalizations and transference of wealth across-family.

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  • Trust Planning & Structuring

    Wealth preservation, succession, beneficiary protection and structured wealth transfer in the family or in private trusts Supported by legal and tax advisors as well as where coordination of trusts with other professionals is necessary.

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  • Family Wealth Planning

    Help in planning family resources, investments, companies, and ownership rights, so as to develop a systematic wealth-transfer plan that was harmonized to family goals and needs of eventual succession.

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  • Asset Transfer Advisory & Inheritance

    Advice on the documentation of inheritance, transfer of assets, beneficiaries and tax advice to ensure the successful succession is in order and should have reduced administrative complexities.

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  • Business Succession Advisory

    Consulting to business owners on the transfer of ownership, succession planning, documentation and continuity arrangements to facilitate intergenerational transfer of business interests.

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  • Estate Tax & Compliance Advisory

    Survey of relevant tax and compliance issues surrounding estate planning, inheritance, gifts, trusts, and transfers of assets, and facilitating of expert legal consultation as needed.

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  • Asset & Beneficiary Documentation

    Help in keeping house records of any assets, liabilities, conductors, nominees, beneficiaries and any important documentation to facilitate effective administration of an estate and succession management.

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Discuss your requirements

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