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.

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.

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

Estate Planning

June 25, 2025

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?

Estate Planning

March 12, 2025

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.

What Should be on Your Estate Planning Checklist as an Expat or HNW Individual?

Estate Planning

September 24, 2026

A five-point estate planning checklist for expats and high-net-worth individuals covering wills, retirement cash flow, beneficiary titling, digital assets, trusts, and cross-border advice.

Guide To Financial Planning For Mixed-Nationality Couples

Estate Planning

September 24, 2026

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

Estate Planning

March 12, 2025

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

Estate Planning

March 12, 2025

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.

The Importance of Having a Will: Lessons from Aretha Franklin's Case

Estate Planning

March 12, 2025

We identified the key lessons that could have been learned and offer guidance on how to establish a will and handle estate planning more effectively.