Expat Estate Planning
My goal; securing my legacy
We can provide internationally mobile professionals with a personalised estate plan.
Helping you achieve your financial goals
When you have spent a lifetime growing your wealth, we know you want its transition to your loved ones to be managed properly. However, as an expat, you will typically face additional complications and considerations when developing your estate plan as it’s more likely your assets will be spread across multiple countries.
Different countries have different rules and regulations when it comes to inheritance. There are also legal considerations, a will in one country may not be valid in another. All this means, without a proper estate plan, your beneficiaries may face a larger tax-burden, lengthy probate delays with assets possibly frozen or your wealth being distributed in ways you did not intend.
We can help
How we can help
We specialise in developing and delivering comprehensive and personalised estate plans for expats.
Legacy Planning and International Wills
We assemble and co-ordinate with a wider team of tax, legal and accounting specialists, to deliver an all-encompassing estate plan aligned with your wishes.
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Wealth Restructuring
We model the financial impact of how you wish to distribute your wealth, restructuring assets to promote tax-efficiency and their smooth transfer.
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Trusts for Expats
We identify whether a trust would be advisable and work to establish one.
Learn moreLet us help you secure your legacy
Speak to our Private Wealth ManagersOur approach
What our clients say
Initially I wasn't that interested in having a conversation, but Tom Henson got my interest quickly and proved to be a very good listener and very quickly understood my core needs.
He has provided me with a great initial structure with which to manage my ongoing financial needs and also my inheritance and tax planning.
Its early days but I am confident that I will see returns that meet mine and my family's needs.
I made the change to Melbourne Capital Group a year or so ago and have been very impressed with their service, advice and professionalism. Jamie Bubb-Sacklyn has been our advisor ever since qand we've found him to be very helpful and knowledgeable, whether it's regarding investments, planning for retirement, or UK tax advice etc.
NataliaChris Crowe has been a trusted, knowledgeable and balanced adviser to my husband and I, and done much beyond the call of duty including sorting out difficult and frustrating transfers and providing invaluable tax advice. We folowed him to Melbourne Capital Group from his previous employment and that says it all.
He is always contactable and responsive. Makes us feel safe and valued. And more than a financial adviser, a good friend.
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