For high-net-worth individuals and family offices in India, 2026 presents both challenges and opportunities in wealth planning. Rising tax compliance requirements, evolving succession laws, and new investment options demand a proactive approach.
Succession Planning Essentials
A well-structured Will combined with a Family Settlement Agreement remains the cornerstone of effective succession planning. Private trusts offer additional flexibility for complex family structures and business succession.
Tax-Efficient Wealth Transfer
Gifts to specified relatives remain tax-free in India. Strategic gifting combined with the right investment structures — Family Investment Companies, HUFs, and LLPs — can significantly reduce the overall tax burden across generations.
Portfolio Diversification for HNIs
GIFT City-based structures now offer compelling opportunities for global diversification with Indian regulatory comfort. AIFs and PMSs registered in the IFSC provide access to global markets with favourable tax treatment.
Our Private Client Services
SK & Associates' private client team provides bespoke tax and wealth advisory, trust structuring, and estate planning for discerning clients. Contact Anuradha Arora, Director – Private Client & HNI Services, for a confidential consultation.
Need Expert Guidance?
Our team of Chartered Accountants is ready to help you navigate these changes.
Contact SK & Associates ↗