Succession Planning: Family Wealth Succession Agenda

In India, succession planning is quite complex. With family-run businesses continuing to be more the norm than exception in India and most of them progressing fast on the path to globalisation, succession planning has never been as important as it is today. Families are often large with several factions, and with multiple people involved in the business, deliberations around succession planning can be prolonged and difficult, making it imperative to involve an arbitrator or mediator.

This edition is an attempt to delve into various aspects of succession planning — from wills to trusts; Indian tax laws; and some relevant regulations, such as SEBI, FEMA and stamp duty.

Key topics covered

  • Necessity: Heredity is automatic but succession needs planning
  • Ingredients of a good succession plan
  • Process of development of a succession plan
  • Tax and regulatory hurdles in development process and suggested solutions
  • Impact analysis under regulatory and fiscal statutes

Write to us for any queries related to the guide.



Contact us

Hiten Kotak

Hiten Kotak

National Leader, M&A Tax, PwC India

Tel: +91 22 6689 1255

Ashutosh Chaturvedi

Ashutosh Chaturvedi

Partner, M&A Tax (North), PwC India

Tel: +91 124 330 6018

N V  Sivakumar

N V Sivakumar

Partner & Leader - Private & Entrepreneurial Business, PwC India

Tel: +91 (80) 4079 7001 | +91 98 4503 0010

Follow us