Estate and Tax Planning

As a trusted advisor, we at SFA would aim to cover, the aspects related to tax and estate planning to Offer holistic advice which is tax-efficient and works for the client’s interests.

Taxation Advice

  • Related to Sale / Purchase Financial Assets.
  • Holding Structure of Financial Assets.
  • Income Taxation Advice for Individual/Trusts /HUF

Estate Planning

  • Ensure Family Wealth Protection.
  • Ensuring smooth transfer of assets.
  • Formation of Family Trusts/ Wills.