Estate Planning

Learn about wills, inheritance tax, and strategies to manage and transfer your wealth through effective estate planning with Melbourne Capital Group to future generations.

Bringing Global Family Office Best Practices to Malaysia: A Recap of Our Events with Evelyn Partners

Bringing Global Family Office Best Practices to Malaysia: A Recap of Our Events with Evelyn Partners

We partnered with Evelyn Partners to host a series of family office events in Kuala Lumpur and Penang, featuring experts from Maybank Trustees and Chooi & Company Advocates & Solicitors. The discussions explored how Malaysian families can apply global best practices in succession planning, governance, and long-term investing.

I’m Now Shariah Qualified: What That Means for My Clients and the Future of Financial Planning

I’m Now Shariah Qualified: What That Means for My Clients and the Future of Financial Planning

After more than a decade advising clients in regulated markets like the UK and Singapore, I’m proud to now offer Shariah-compliant financial planning services in Malaysia. This milestone is about more than just compliance — it’s about addressing a real need and empowering Muslim clients with strategies that align with their values.

Succession Planning with Multi-Jurisdictional Assets – The Role of Beneficiary Trust Structures

Succession Planning with Multi-Jurisdictional Assets – The Role of Beneficiary Trust Structures

Managing assets across multiple countries can complicate inheritance planning, but a Beneficiary Trust offers a solution. Discover how this structure simplifies probate and preserves your estate’s value—no matter where your assets are located.

How are British Expats affected by U.K. Inheritance Tax

How much of your Estate is at risk of U.K. IHT when you are both UK-domiciled?

We reviewed a British couple's assets and their tax liability. Sign up to our webinar to see how reduced their taxes to £26,000 through estate planning.

Essential Estate Planning Checklist For Expats And High-Net-Worth Individuals

The Essential Estate Planning Checklist For Expats And High-Net-Worth Individuals

Protect your financial legacy with our essential estate planning checklist. Ensure clear documentation, analyze retirement costs, prepare beneficiaries, and explore trusts for a secure future. Contact Luke White, Private Wealth Manager at Melbourne Capital Group, for expert guidance.

Guide To Financial Planning For Mixed-Nationality Couples

Guide To Financial Planning For Mixed-Nationality Couples

Learn about the financial opportunities and challenges for mixed-nationality couples from Tom Henson, our Private Wealth Manager and a British expat in Malaysia. Discover benefits like international diversification and tax optimisation, along with challenges such as tax compliance and estate planning.

How Non-UK Residents Can Apply for an NT Tax Code: A Guide on Efficient Pension Planning

How Non-UK Residents Can Apply for an NT Tax Code

Learn how anyone who receive UK-sourced income but live in a country that has a double taxation agreement with the U.K. can obtain an NT Tax code for tax-free earnings. We can help with tax-compliant pension management.

Importance of International Wills for Expatriates

Importance of International Wills for Expatriates

A will plays a crucial role in the distribution of assets and inheritance. Every country may be different laws and processes, so it is important to prepare early for any unforeseen circumstances.