Advanced
Practice Drills: Building an LRS Compliant Overseas Investment Plan
A drill course for HNIs, business owners and family office teams who understand the LRS and its tax rules but have never built a full overseas investment plan end to end. You work on one sample family throughout: setting the plan template, mapping and classifying every remittance, sizing and sequencing transfers across members and years, modelling TCS cash flow, choosing between routes on cost, stress-testing estate and withholding exposure, and projecting tax, foreign tax credit and Schedule FA reporting. You finish by auditing a deliberately flawed plan and writing the family's one-page LRS investment policy and compliance calendar. Educational content only, not investment or tax advice.
Liberalised Remittance SchemeTCS on Foreign RemittancesOverseas Portfolio InvestmentGIFT CityForeign Tax CreditSchedule FAUS Estate TaxFamily Wealth Planning
MODULES
5
DURATION
~3.5 hrs
TRACK
Tax & Wealth Planning
What You'll Master
Turn a family's overseas allocation goal into a written, checkable LRS investment plan
Map every proposed remittance to its limit, purpose code and permitted route before money moves
Classify proposed holdings as OPI or ODI and spot the ones that need a different structure
Split a large target across family members and financial years without breaching the USD 250,000 per-person limit
Model the cash blocked as TCS and plan when it comes back as credit or refund
Compare a US broker, GIFT City and Indian fund of funds routes on all-in cost and tax
Stress-test the portfolio for US estate tax and withholding exposure
Build a three-year tax projection, a Form 67 worksheet and a calendar-year Schedule FA register
Audit a flawed plan for breaches and write a one-page policy with a compliance calendar
Access Level
LEARNER
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates