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Clubbing of Income · ICAI Registered Firm

Clubbing of Income your income, taxed in someone else's hands.

Advisory on Sections 60 to 64 of the Income-tax Act — clubbing of income arising from assets gifted to spouse, minor children, daughter-in-law, and HUF, with practical planning to avoid surprises in assessment.

Sections 60 to 64 of the Income-tax Act exist to stop a simple form of tax planning — gifting income-producing assets to lower-tax family members. If an asset is transferred without adequate consideration, the income from that asset is clubbed back in the hands of the transferor and taxed there.

The provisions cover several common family arrangements — gifts to spouse, transfers to son's wife, investments in the name of minor children, and contributions to HUF property. Each section has its own conditions and exceptions, and the same set of facts can fall under more than one clubbing rule.

We help families structure transfers, gifts, and joint investments with full visibility on clubbing exposure. Many planning ideas that look attractive at the surface — putting investments in a spouse's name, gifting cash to children — quickly lose their shine once Section 64 is properly applied.

Our Clubbing of Income Advisory Services

01

Spouse Income Clubbing

Section 64(1)(iv) analysis on income from assets gifted to spouse.

02

Minor Child Income

Section 64(1A) review on income earned by minor children.

03

Son's Wife Transfer

Section 64(1)(vi) review on transfers to son's wife.

04

HUF Clubbing

Section 64(2) review on transfers by member to HUF property.

05

Cross-Loan Clubbing

Detection and structuring of cross-transfers between spouses.

06

Joint Investment Review

Review of joint demat, FD, and mutual fund holdings.

07

Income Splitting Plan

Legitimate income splitting using genuine commercial transactions.

08

Notice Defence

Defence of clubbing positions in faceless assessment.

Our Approach

1

Family Asset Map

List of all assets in the family with funding source for each.

2

Clubbing Trigger Check

Each asset evaluated against Sections 60 to 64.

3

Computation Impact

Tax cost computed assuming proper clubbing.

4

Restructuring

Where possible, transactions restructured to use genuine income splitting.

5

Disclosure

Correct disclosure in the ITR of the transferor or recipient as required.

Why It Matters

Clarity on Section 60–64 application
Spouse and minor income mapped
Cross-loan exposure detected
HUF clubbing risks reviewed
Income splitting kept legitimate
Notice defence on clubbing
Right ITR disclosure
Scrutiny-ready documentation

Frequently Asked Questions

Adding back income earned from transferred assets to the transferor's hands for taxation.

Yes, income of a minor child is generally clubbed with the higher-earning parent.

Yes, under Section 64(1)(iv) if the asset was gifted without adequate consideration.

Only if the loan is genuine, charged interest, and properly documented.

Yes, transfers by a member to HUF property attract clubbing under Section 64(2).

Worried About Clubbing of Income?

Get a clean review of family transfers under Sections 60 to 64 — and a restructuring plan that holds up in faceless assessment.

Review My Family Transfers or call +91 9819 000 511