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 *
Authorised person
Full name (as on PAN) *
Mobile number *
Designation optional
Email optional
PAN optional
DIN / DPIN optional
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
Add to cartAdd this and any other services you need.
Sign in or create your accountContinue with Google, or register with email – mobile and email are verified once.
Entity KYC & service detailsFor your business or a client of yours. Choose who gets the GST invoice.
Pay securelyBank transfer or UPI – the invoice is emailed instantly.
Upload documents & trackUpload the checklist in the client portal; an expert starts and you see every step.
