Cross-Border Wealth Planning for NRIs

Navigating FEMA

In Episode 1, our Partner, Tanmay Patnaik, explains how the Foreign Exchange Management Act (FEMA) affects estate planning for NRIs and shapes wealth transfer and succession planning for families with international connections. He discusses the challenges that can arise under FEMA regulations for NRIs, including the acquisition of properties by NRIs, and the importance of analysing residential status under FEMA when structuring family wealth.

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US-India Estate Planning Corridor

Our Partner, Tanmay, discusses key considerations in estate planning for Indian families having a US connection, highlighting how the US estate tax can affect families with connections to both jurisdictions. He explores trust structuring as a solution. Tanmay highlights that thoughtful planning can support asset protection planning, wealth transfer planning, and long-term family governance objectives for globally connected families.

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Estate Planning for UK-based NRIs

In this final episode, Tanmay Patnaik expands on estate planning for Indian families with UK connections, focusing on the implications of the UK’s revised inheritance tax regime. He highlights the relevance of UK inheritance tax rules for Indian residents and how UK domicile rules affect broader UK-India estate planning considerations. Tanmay also examines the continuing importance of the UK-India Estate Duty Treaty, including the role of Indian domicile and treaty protection in cross-border succession planning and international wealth structuring.

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