The tax brain behind the family trust.
A law firm hands the family a trust structure. TaxCorp AI hands them the tax reasoning behind it — the character & rate, the cheaper-and-equally-valid alternative in rupees, the audit-defensibility, and a draft deed that documents its own tax rationale. Built for HNW Hindu families.
What it does
Three tools over one engine — the deterministic tax determinations stay reliable; the AI explains, grounds, and drafts.
Trust Tax Opinion
Enter the family's proposed structure and asset income → a section-cited opinion (s.161/164 character, MMR exceptions, clubbing, s.47(iii) relief) plus a rupee comparison of structuring alternatives and the annual saving. AI advisor narrative + audit-defensibility note, grounded in the Income-tax Act.
Trust-Tax Research
Ask anything on private-trust taxation — character & rate, clubbing, capital gains on settlement, gifts, HUF, cross-border — answered with the governing section (2025 & 1961 Act), with follow-ups, save-to-library and Word/PDF export.
Deed Draft
An initial-level draft — trust deed, will, gift, HUF partition or family settlement — assembled from the in-house specimen library and annotated clause-by-clause with the tax reasoning the structure rests on. Export to Word for advocate review.
See it in action
An illustrative ₹3 crore family-trust income, three legally-available structurings, ranked by the actual tax (AY 2026-27).
| Structure | Annual tax | Effective rate | Law |
|---|---|---|---|
| Discretionary trust → MMR (as typically set up) | ₹1,17,00,000 | 39.0% | s.164(1) |
| Discretionary within a s.164(1) exception → slab/AOP | ₹1,11,54,000 | 37.2% | s.164(1) provisos |
| ⭐ Specific sub-trusts ×3 → beneficiary-rate | ₹88,54,560 | 29.5% | s.161 |
How it works
Profile the family
Trusts, beneficiaries (relation, minor, NR), and the asset schedule.
Deterministic engine
Character, MMR exceptions, clubbing, s.47(iii) CG — the hard tax rules, no guesswork.
Optimizer
Ranks structurings by rupee tax and shows the annual saving.
AI narrative + grounding
Explains and defends it, cited to the Practice Manual — never altering the numbers.
Draft the deed
A tailored draft carrying its tax rationale, exported to Word for your advocate.
Initial-level analysis for professional review — verify with a qualified CA / advocate before acting. Stamp duty is state-specific and not computed. Cross-border conclusions cover Indian law only.