Expat Estate Planning

Ensuring your assets are passed on in the most financially effective and tax-efficient manner

More than just ensuring you have a Will in place

Our team are dedicated to helping Australian expats plan for their financial future and ensure that their assets are protected and their wishes are honored after they pass away.

Whether you're just starting to think about estate planning or you have a complex financial situation, we're here to provide you with the guidance and support you need to succeed.

Estate planning is not just about preparing a Will. It's a comprehensive process that I go through with my clients to ensure that their loved ones are taken care of in the event of the unforeseen.

Estate Planning - Jarrad Brown

With estate planning, we help our clients create a plan that includes Power of Attorney, Trust planning, nominations of beneficiaries, and temporary and permanent guardianships for their children. This way, their families can have peace of mind knowing that their affairs are in order and their loved ones will be protected. Don't leave your family's future to chance – let us help you create a comprehensive estate plan today.


Wills - Jarrad Brown

Having a Will is an essential part of ensuring that your loved ones are taken care of after you pass away. However, it's alarming how many people still haven't prepared one. As an Australian expat living in Singapore or elsewhere in the region, it's important to consider cross-jurisdictional wills.

While Singapore is also part of the Commonwealth, there can be differences in the way a Will is treated between countries, including Australia. This can include incapacity instruments, tax treatment on the distribution of assets, and other discrepancies. With our third-party relationships, we can guide and assist you in assessing whether a separate Will is required to protect your loved ones and your assets.

Don't wait until it's too late – make sure you're prepared.

Enduring & Lasting Power of Attorney

As we age, the likelihood of developing mental illnesses increases and the importance of appointing a trusted person to make decisions on our behalf becomes greater. In Singapore, a Lasting Power of Attorney (LPA) or Enduring Power of Attorney (EPoA) allows you to legally designate someone you trust to manage your financial and personal well-being if you are unable to do so yourself.

It is crucial to choose someone you trust and who meets the requirements of being over 21 years old and having sound mental capacity. You can even appoint multiple donees. With life expectancy on the rise, having a LPA or EPoA in place is increasingly important for ensuring that your wishes are carried out. Don't leave the decision of who will make decisions for you in the hands of others - take control and appoint a trusted donee today.

Power of Attorney - Jarrad Brown


Trusts - Jarrad Brown

A trust is a powerful financial tool that can be used to protect and distribute your assets. With a trust, you can appoint a trusted third party, known as a trustee, to manage and distribute your assets according to your wishes. This allows you to have greater control over how and when your assets are passed on to your beneficiaries. Trust planning is an important part of the financial planning process, and we can help you determine if a trust is the right strategy for you.

Temporary & Permanent Guardianship

As a parent, you want to make sure your children are always taken care of – no matter what. Without proper guardianship planning, your children could end up in public care if the unforeseen were to happen. That's why it's so important to take the necessary steps to protect your children's future. This includes designating Temporary and Permanent Guardians to care for your children should something happen to you.

Don't leave your children's future to chance– make sure they are always protected with the right guardianship plan. If you are an Australian expat family, this planning is especially crucial. Get in touch and start protecting your children's future today.

Guardianship - Jarrad Brown

Are you an Australian expat looking for quality financial advice to secure your future and protect your assets? We believe that every person, no matter where they reside, deserves access to expert financial guidance. That's why we're committed to providing personalised support and advice to Australian expats like you.

Don't let financial uncertainty hold you back. Take the first step towards financial peace of mind and schedule a free consultation with us today. With us by your side, you can confidently navigate the financial landscape and plan for a secure future.

Start your financial journey with me today.

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