India: Wills/ Intestacy/ Estate Planning

For most individuals, a simple Will suffices to outline how assets should be distributed. But for high-net-worth individuals (HNIs), wealth is rarely straightforward.

In recent years, there has been a discernible shift in the manner in how families in India approach succession planning and inter-generational wealth arrangements. Increasingly, families...

Mutation sits at a strange crossroads in Indian property law, it's absolutely essential for fiscal matters, yet most people misunderstand what it actually means.

The Repealing and Amending Act, 2025 ("Repeal Act") was brought into force on 21 December 2025, pursuant to which, inter alia, Section 213 of the Indian Succession Act, 1925 ("ISA") stands omitted.

In India, numerous entrepreneurs and high-net-worth individuals often view estate planning as a personal or familial concern, thereby delaying it.

In Indian private wealth planning, dying without a will is often treated as a harmless omission. In reality, it creates a legal vacuum where statutory rules replace personal and emotional judgments, and courts are left to resolve what clarity could have prevented.

In India's complex inheritance landscape, the law and jurisprudence concerning life insurance nominations have become increasingly dissonant.

Forming a private trust is a strategic and legally secure method of protecting assets, managing wealth, and ensuring succession planning across generations.

As the assets of individuals and businesses grow, so does the magnitude and complexity of the monetary risk. Tax efficiency for the wealth of individuals and families is a fusion of assets held by the family...