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Expert GuideAug 20, 202320 min read

Strategic Tax Planning for High Net-Worth Individuals

Advanced tax optimization strategies for HNIs, including HUF structuring, offshore considerations, and capital gains harvesting.

C

CA Arvind Sharma

Senior Partner, Taxation

Strategic Tax Planning for High Net-Worth Individuals

Preserving Wealth

For High Net-Worth Individuals (HNIs), tax planning goes beyond section 80C. It involves strategic asset allocation, evaluating the benefits of the New vs. Old tax regime based on surcharge rates, and utilizing Hindu Undivided Family (HUF) structures to split income.

Capital Gains Harvesting

Learn how to systematically realize ₹1 Lakh of tax-free long-term capital gains on equities every year, resetting your cost basis and saving significant tax liabilities over a decade.