{"id":8865,"date":"2026-05-24T14:44:32","date_gmt":"2026-05-24T09:14:32","guid":{"rendered":"https:\/\/tradebrains.in\/money\/?p=8865"},"modified":"2026-05-24T14:44:35","modified_gmt":"2026-05-24T09:14:35","slug":"inheritance-tax-in-india-are-bonds-stocks-mutual-funds-taxable-for-nominees","status":"publish","type":"post","link":"https:\/\/tradebrains.in\/money\/inheritance-tax-in-india-are-bonds-stocks-mutual-funds-taxable-for-nominees\/","title":{"rendered":"Inheritance Tax in India: Are Bonds, Stocks & Mutual Funds Taxable for Nominees?"},"content":{"rendered":"\n
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Synopsis: <\/strong>In India, there is no inheritance tax imposed on equity, mutual funds, or bonds. However, inherited investment may still attract taxation in other forms such as capital gain, interest earned, or redemption<\/em>.<\/p>\n<\/blockquote>\n\n\n\n

Inheritance of securities like stocks, mutual funds, or bonds is common when a family member dies. The good news for Indian investors is that there is no tax liability when the securities are transferred. But the bad news is that the recipient can incur capital gains taxes once he sells those inherited securities.\u00a0<\/p>

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Is There Any Inheritance Tax in India?<\/strong><\/h2>\n\n\n\n

No. India abolished estate duty (inheritance tax) in 1985. This means the transfer of inherited wealth is exempt from any form of taxation, and the income is taxed only when there is income or capital gains generated from it. <\/p>\n\n\n\n

Taxation Rules on Inherited Investments for Nominees <\/strong><\/h3>\n\n\n
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Note:<\/strong> The original purchase price and holding period of the deceased individual are normally taken into consideration in case of capital gains calculation for financial inheritances.<\/p>