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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
Full course material live

Every chapter below has Foundation, Deep Dive, and Advanced material — read in any order, expand each chapter to see the full content.

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

Course material — 7 chapters

Each chapter offers three tiers — Foundation for the core concept, Deep Dive for worked examples and practitioner depth, and Advanced for edge cases and exam tips. Click any chapter to expand.

  1. 1
    Chapter 1

    Capital gains — the framework

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

    The 2024 debt-fund change

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

    Loss harvesting

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

    NRI and OCI taxation

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

    Gifts and inheritance

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

    HUF — when it makes sense

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

    Year-end planning

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