Advisory on Succession Planning is a three-step process as mentioned below:

Step1: Advisory

• Succession planning
• Income or Capital Planning
• Resolve family conflicts
• Philanthropic activities
• Transaction based advisory
• Building and transferring assets
• Cross-border investments and transactions
• Valuation of assets
• Governance structure

Step2: Execution

• Preparation of trust deed, family arrangement, will, etc.
• Assistance in implementation of deeds and structure.
• Being a Single Point of Contact (SPOC) for your customized solutions.

Step3: Compliance and Regulatory

• Compliance support to deal with regulators.
• Tax return and advance tax calculation including analysis of critical tax issues
• Meticulous recording of transactions
• Regulatory compliance and representation before the regulators such as FEMA, Corporate Law, Trust laws, etc.
• Support in obtaining certificates for lower/NIL withholding certificates, etc.