Planning for Tomorrow: Financial Security, Legacy & Family Succession

Planning for Tomorrow: Financial Security, Legacy & Family Succession

Moderator:-   Ashwajit Singh, Chartered Accountant and Company Secretary and Trustee, IIC

Speakers: - CA (Dr) Girish Ahuja, eminent tax expert, author of various books on Direct Taxation, would speak on tax planning and financial security for succession planning;

Justice G.S.Sistani (Retd), Former Judge of the Delhi High Court, would cover aspects of legacy, preparation of will and succession planning.

As we advance through life’s later years, thoughtful planning becomes one of the greatest gifts we can offer ourselves and our families. This special program is designed to help senior citizens navigate important aspects of financial security, tax efficiency, wealth preservation and succession planning. The discussion will bring together leading experts in taxation, financial planning and estate law to provide practical guidance on managing assets, preparing a Will, understanding nominations and inheritance, minimising potential family disputes, and ensuring a smooth transfer of wealth across generations. The objective is to empower participants with the knowledge and tools needed to preserve their legacy, protect their loved ones and enjoy greater peace of mind for the future.