Indian Property & Assets
Planning for immovable property, investments, bank accounts and other assets held in India.
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NRI Estate Planning.
Thoughtful estate planning for Non-Resident Indians navigating Indian assets, overseas beneficiaries and family responsibilities across borders.
Our approach
Across Borders.
With Clarity.
Cross-border family planning
Your life may span countries. Your estate plan should reflect that.
NRIs may hold property, investments or other interests in India while living abroad. Their succession arrangements may involve beneficiaries in different countries.
Effective planning considers Indian legal requirements, family circumstances and existing documents, while identifying issues that may require advice under foreign law.
What we consider
Planning for families across borders.
Overseas Beneficiaries
Considering succession arrangements involving family members and beneficiaries residing outside India.
Wills & Documentation
Reviewing existing Wills and identifying documentation relevant to Indian assets and intended succession.
Powers of Attorney
Considering appropriate authorisation and documentation for property-related and other permitted transactions in India.
Cross-Border Considerations
Identifying family and asset-related matters that may involve more than one jurisdiction.
Succession & Administration
Considering the practical and legal steps involved in succession, estate administration and implementation.
Depending on your circumstances
Your planning may involve.
The appropriate arrangements depend on your assets, residence, family circumstances and applicable laws. Cross-border matters may require coordinated advice from qualified professionals in the relevant jurisdictions.
Assessment of assets and interests situated in India
01Review of existing Wills and succession documents
02Planning for beneficiaries residing outside India
03Indian property succession considerations
04Power of Attorney documentation where appropriate
05Coordination of family and beneficiary requirements
06Review of relevant nominations and ownership records
07Estate administration and implementation considerations
08Identification of matters requiring specialist advice in other jurisdictions
09Periodic review following changes in residence, family or assets
10Who we assist
Planning for globally connected families.
01
NRIs Owning Property in India
02
Families with Overseas Beneficiaries
03
Individuals with Indian Investments
04
Families Living Across Countries
05
Overseas Property Heirs
06
NRIs Reviewing Existing Wills
Coordinated estate planning
Indian assets. International family considerations.
NRI estate planning can involve different ownership arrangements, documentation requirements and succession processes. A coordinated assessment helps identify the relevant steps and potential complications.
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