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India Practice
Services - Wealth Protection
Leaving a legacy has always been a strong force behind continuous improvement and the drive for excellence amongst our clients. As a part of their legacy, our clients have been keen to transfer wealth to their family smoothly at an appropriate stage.

We understand client needs to protect and preserve both existing as well as future assets, for which we offer tailor made wealth protection solutions such as:

Estate Planning

The Plan Ahead team works closely with domain specialists to strive to ensure that your assets can be distributed to your chosen heirs in a tax efficient and hassle free manner.

We could also help you in the preparation of trusts, wills, power of attorney documents, as the case may be.

Risk Management and Insurance solutions

Human Life is priceless, but nevertheless in the absence of a family member, life goes on.

Our Risk management solutions encompass:

In-depth assessment of your risk coverage position in relation to your personal goals and priorities, to identify appropriate risk coverage needs
Periodic evaluation and recommendations on your current risk management position including a review of

Life coverage needs

Asset coverage needs
Property coverage needs
Business coverage needs
Health coverage needs

At Plan Ahead, we also believe that there exists the risk of living too long. We work with you on creating appropriate risk management solutions covering pensions and long term medical care.

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