Ensuring your wealth reaches the right people, in the right way, at the right time with legal clarity and minimum friction.
Estate planning is the process of organising your assets and specifying how they should be managed, distributed, and protected after your death or incapacitation. Without a proper estate plan, your wealth may not reach the people you intend and the process of distributing it can be slow, costly, and contentious.
At MAV Capital, we work with you and your legal advisors to build an estate plan that is clear, legally robust, and aligned with your wishes. Estate planning benefits anyone with dependants, property, or investments not just the very wealthy.
A legally valid will names your beneficiaries, specifies how each asset is distributed, and appoints an executor. Dying intestate means the state decides which rarely aligns with your intentions.
Nominations on bank accounts, insurance policies, mutual funds, and PF are distinct from your will and in many cases override it. Ensuring all nominations are current and consistent is essential.
For larger or more complex estates, a private trust controls how and when assets are distributed for example, releasing funds to a minor only at age 25, or providing for a dependant with special needs over a lifetime.
A general or specific POA designates someone to manage your financial affairs if you become incapacitated. Without one, family may face significant legal hurdles accessing funds for your care.
For business owners, estate planning specifies how your ownership interest is transferred, managed, or wound up ensuring continuity and preventing disputes among co-founders and heirs.
If you hold assets in multiple countries, estate planning must address the legal frameworks of each jurisdiction, along with currency, repatriation, and double taxation treaty implications.
Speak with our estate planning specialist for a free consultation on wills, trusts, and succession structures.