Inheritance — What You Receive, Correctly Accounted For.
Advisory on the tax treatment of inherited assets, the documentation succession requires, and the position on eventual sale.
Book Free ConsultationInheritance itself is not taxed as income in India, but the assets received carry forward the original owner's cost, and the tax consequences surface later — on sale, on repatriation, or on cross-border succession involving assets or heirs abroad.
At N D Savla & Associates, we advise individuals in Nashik on the tax treatment of inherited property, securities and other assets, including the cost and holding period an heir inherits along with the asset.
Where the deceased or an heir has cross-border connections, we also advise on the succession and repatriation issues that arise in addition to the domestic tax position.
Our Inheritance Advisory Services
Tax Treatment of Inherited Assets
Advisory on the tax position of assets received through inheritance.
Cost & Holding Period Carry-Forward
Determination of the cost and holding period inherited along with the asset.
Succession Documentation Advisory
Advisory on the legal documentation needed to establish an heir's title.
Inherited Property Sale Advisory
Advisory on capital gains when an inherited property is eventually sold.
Cross-Border Inheritance Advisory
Advisory where the deceased, the estate or an heir has a foreign connection.
Inherited Investment Portfolio Advisory
Advisory on transmission and tax treatment of inherited securities.
Nomination & Legal Heir Coordination
Coordination on nomination records and legal heir certification for asset transfer.
Repatriation of Inherited Assets
Advisory on repatriating inherited assets or their sale proceeds abroad.
Our Our Advisory Process
Asset & Estate Review
We review the inherited assets and the documentation establishing succession.
Cost & Holding Period Determination
The inherited cost and holding period are established from the original owner's records.
Cross-Border Assessment
Any foreign connection of the deceased, estate or heir is assessed for additional implications.
Transmission Documentation
Documentation for transmission of the asset into the heir's name is coordinated.
Forward Planning
The tax position on eventual sale or repatriation of the asset is set out.
Why It Matters
Frequently Asked Questions
Recently inherited assets, or planning ahead?
Tell us about the assets involved — we'll set out the tax position and the documentation needed.
