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Advisory & Finance

Tax planning for families

HUF, gifting, succession and investment planning within the law.

HUFSuccession

Overview

Typical time1–2 weeks
Documents3 to upload
DeliveredOnline · client portal
Reviewed bySenior expert

HUF, gifting, succession and investment planning within the law.

What's included

  • HUF formation and use
  • Gift, clubbing and investment planning
  • Retirement and capital gains planning
  • Will and succession inputs

Information we need

You fill this in at checkout after signing in. Fields marked * are mandatory. Ordering for a client of yours? Enter their details – the invoice can go to you or directly to them.

Entity KYC

  • Type of entity *
  • Legal name (or proposed name) *
  • Trade / brand name optional
  • PAN of the entity optional
  • GSTIN optional
  • CIN / LLPIN / registration no. optional
  • Date of incorporation / birth optional
  • Registered / business address optional
  • City optional
  • State *
  • PIN code optional
  • Email *
  • Mobile *

For Tax planning for families

  • Number of family members optional
  • Income sources and goals (investments, property, retirement, succession) optional

Documents usually needed

Upload these in the client portal after ordering – scans or clear phone photos are fine.

  • Family income details
  • Investment and property holdings
  • Previous returns

As per law

Law and sections

  • Income-tax Act, 1961 for income up to FY 2025-26; the Income-tax Act, 2025 applies from tax year 2026-27 (1 April 2026) – section 64 (clubbing of income), section 56(2)(x) (gifts), HUF as a separate taxpayer

Who must comply

  • Families with investment, rental, business or property income

Time limits

  • Plan before the financial year ends and before major gifts or transfers

If it is missed

  • Arrangements that break the clubbing or gift rules are taxed in the hands of the original owner

General information based on the law as at October 2026. Rules and due dates change, so we confirm the current position before starting your work.

How it works

  1. Add to cartAdd this and any other services you need.
  2. Sign in or create your accountContinue with Google, or register with email – mobile and email are verified once.
  3. Entity KYC & service detailsFor your business or a client of yours. Choose who gets the GST invoice.
  4. Pay securelyBank transfer or UPI – the invoice is emailed instantly.
  5. Upload documents & trackUpload the checklist in the client portal; an expert starts and you see every step.
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