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Inheritance Services for NRIs – N.D. Savla & Associates

For many Non-Resident Indians (NRIs), managing inherited assets in India can be challenging due to succession laws, taxation, and FEMA compliance. Whether it involves property, bank deposits, or investments, the transfer of assets from one generation to the next must be handled carefully to avoid disputes and regulatory hurdles. At N.D. Savla & Associates, we provide specialized inheritance and succession planning services for NRIs, ensuring a smooth transfer of wealth while maintaining legal and tax compliance.

Overview

When an NRI inherits property or assets in India, they must navigate a mix of Indian succession laws, income tax provisions, and FEMA rules. The process may also involve obtaining probate of a will, succession certificates, or legal heir certificates. We help NRIs handle both planned estate transfers and unexpected inheritance cases.

Features

  • Assistance in probate of wills and execution of trusts

  • Obtaining succession certificates and legal heirship documents

  • Transfer of inherited property, bank deposits, or shares to NRIs

  • Advisory on capital gains tax when selling inherited property

  • FEMA compliance for repatriation of inherited funds abroad

  • Estate planning through wills and trusts for NRIs with assets in India

Documents Required

  • Passport & PAN card

  • Will / Trust deed (if applicable)

  • Death certificate of deceased

  • Property papers / bank deposit details / share certificates

  • Succession certificate / legal heir certificate

  • Bank account details (NRE/NRO)

  • Proof of relationship (for inheritance claim)

Procedure

  • Verification – Identify inherited assets (property, deposits, shares, investments).

  • Documentation – Collect will, trust deed, or succession documents.

  • Legal Process – Apply for probate of will or succession certificate, if required.

  • Transfer of Assets – Facilitate transfer of property, deposits, or shares in NRI’s name.

  • Tax Computation – Assess capital gains tax if inherited property is sold.

  • Repatriation – Assist with FEMA declarations and RBI filings for sending inherited funds abroad.

Why This Matters

Without professional guidance, inheritance for NRIs in India can become complicated, leading to legal disputes, delayed asset transfers, and difficulties in repatriation. With N.D. Savla & Associates, your family wealth is safeguarded and transferred smoothly, with full compliance under Indian tax and FEMA regulations.