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.

U.S. Estate Tax for Expats in Malaysia | Melbourne Capital Group

Navigating U.S. Estate Taxes for Malaysian & International Investors

Estate Planning

May 25, 2026

Holding U.S. stocks or real estate? As a non-resident alien, your estate tax exemption is just USD 60,000 — and Malaysia has no U.S. treaty. Understand the risk and how to plan around it.

Cross-Border Wealth Planning Events Across Malaysia with Evelyn Partners | Melbourne Capital Group

The Evelyn Partners Malaysia Tour: What It Meant, Who It Reached, and Why It Matters

Estate Planning

May 25, 2026

From succession planning in Penang to a women's wealth brunch in Johor and a family office panel in KL — a recap of the Evelyn Partners Malaysia tour with Melbourne Capital Group.

Beyond Structures: When Intergenerational Wealth Actually Work

Estate Planning

May 6, 2026

Insights from our Family Office panel on why intergenerational wealth transfers fail and how governance, alignment, and early planning drive success. Explore the insights from the panel.

UK Inheritance Tax 2026: What Expats in Asia Must Know

UK Inheritance Tax 2026/27: What Changes from 6 April and What It Means for You

Estate Planning

April 24, 2026

Major UK IHT changes took effect 6 April 2026. Business relief capped, non-dom rules tightened. Here's what UK nationals living in Asia need to do now.

What Financial Protection Do Expat Families Need in Malaysia? A Practical Guide

Making Sure Things Are Tidy: A Financial Protection Guide for Expat Families

Estate Planning

January 6, 2026

Discover why expat families in Malaysia need protection beyond employer coverage. Financial advisor Helen Thomas explains the five essential steps to organise your finances for a partner who isn't financially confident.

Estate Planning for Non-US Residents with US Assets: Reducing the Risk of Unexpected Tax Exposure

Estate Planning

December 3, 2025

Many expats investing in US assets are unaware of the hidden risks posed by US estate tax. For non-US residents, even a relatively modest portfolio of US stocks or ETFs could trigger significant estate taxes, lengthy probate, and complex cross-border paperwork. Discover how non-US residents can mitigate US estate tax on US assets.

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

Estate Planning

November 25, 2025

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

Estate Planning

July 11, 2025

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.