Media quotes & interviews
Featured publications
Video interviews
Podcasts & sessions
Tax reforms and higher exemptions.
Ashish Nasa shared his perspective on the importance of policy stability in inheritance and estate taxation. He emphasized that a balanced tax framework is essential to safeguard family-owned businesses, enable seamless succession planning, and support long-term wealth preservation.
Open →Inheritance implications.
Ashish Nasa shared insights on the complexities of property succession, emphasizing that while inheritance is generally tax-efficient in India, factors such as title mutation, property-related liabilities, stamp duty implications, and governance among multiple heirs require careful planning and professional guidance.
Open →Business insights.
With Indian markets witnessing phases of volatility, many investors are increasingly evaluating offshore investment opportunities as part of a broader diversification strategy. Liberalised Remittance Scheme (LRS) routes have also made global investing significantly more accessible to Indian residents over the years.
However, cross-border investing is no longer only a question of chasing global returns diversified across currencies - it also changes the long-term governance landscape around family wealth.
Indian families today are far more globally connected than before. Children are studying or settling abroad, businesses are expanding internationally, and investment portfolios increasingly include foreign equities, overseas funds, and international assets. As wealth becomes global, ownership and succession also become multi-jurisdictional.
This introduces considerations that many investors may not immediately recognise at the time of investment. Different jurisdictions may have varying inheritance laws, estate tax frameworks, reporting obligations, and ownership transmission rules. In certain jurisdictions, assets may also become exposed to inheritance or estate taxes if an unfortunate event were to occur. Therefore, while evaluating international investments, families may also need to carefully consider the jurisdictions in which assets are ultimately accumulated and held.
For this reason, global diversification should ideally be accompanied by appropriate structuring and documentation. The focus cannot remain limited to returns alone. As Indian wealth globalises, the framework governing that wealth must evolve alongside it.
© 2025 Copyright by Universal Trustees Private Limited
