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Layer 3 · Industry Domain MasteryTaxation

Personal taxation for portfolios

Capital gains, debt taxation post-Budget 2024, NRI taxation, gifting, and inheritance — what every advisor must know cold.

25 hours of content7 chaptersFree during Phase 1

Quick info

Layer
Industry Domain Mastery
Track
Taxation
Estimated hours
25 hrs
Chapters
7
Cost on Trustner
Free
Lessons being written

The full chapter-by-chapter syllabus is published below so you know exactly what you're committing to. Individual lesson pages are being authored progressively over the coming weeks. Bookmark this page or browse all courses.

About this course

Capital gains, debt fund taxation post-Budget 2024, NRI taxation, gifting, and inheritance — the personal taxation toolkit every Indian financial advisor must know cold.

Who this is for

  • CFP and CFA candidates needing the Indian tax overlay.
  • Working CAs deepening their personal-finance practice.
  • Investment advisers handling HNW and multi-jurisdiction clients.

What you'll learn

  • Capital-gains taxation across asset classes and the recent changes
  • Tax-loss harvesting and grandfathering rules
  • NRI, OCI, and resident-but-not-ordinarily-resident taxation
  • Gifting, inheritance, and the rules around HUF
  • Year-end tax planning for high-net-worth households

Full syllabus — 7 chapters

  1. 1
    Chapter 1

    Capital gains — the framework

    • Equity, debt, gold, real estate
    • Holding period, indexation (where still applicable), grandfathering
  2. 2
    Chapter 2

    The 2024 debt-fund change

    • Slab-rate taxation regime
    • What survives, what doesn't — practical implications
  3. 3
    Chapter 3

    Loss harvesting

    • STCL and LTCL — set-off and carry-forward rules
    • Wash-sale considerations
  4. 4
    Chapter 4

    NRI and OCI taxation

    • NRO, NRE, FCNR — what's taxable where
    • TDS, surcharge, and DTAA basics
  5. 5
    Chapter 5

    Gifts and inheritance

    • Gift tax framework — Section 56(2)(x)
    • Inheritance — currently no tax, but watch this space
  6. 6
    Chapter 6

    HUF — when it makes sense

    • Formation and tax benefits
    • Common pitfalls and audit risks
  7. 7
    Chapter 7

    Year-end planning

    • Tax-saving instruments under 80C, 80D, 80CCD(1B)
    • Old vs new regime — the household calculation
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