About EPPL & AEPP®


Estate Planning Practitioners Limited (EPPL), established in 2009, champions professional estate and succession planning across Asia through high-quality training, seminars, and conferences.

AEPP® Designee Network

The AEPP® designation is awarded by EPPL in partnership with the Society of Will Writers (UK) and is held by over 8,600 practitioners across Asia.
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Why AEPP® Matters

Professional Recognition

Accredited by both EPPL Asia and SWW (Society of Will Writer), providing credibility and career advancement.

Wide Reach

Join a growing community
More than 4,100 designees in Singapore, 2,013 in Malaysia, 364 in Hong Kong, and others across the region, total over 8700 AEPP designees worldwide.

Practical Value

Financial professionals consistently report being able to apply new knowledge immediately to client work.

#1 Hands-on Learning

The programme equips you with essential skills and tools to implement effective estate planning and legacy solutions.

#2 Designation

On successful completion and passing the exam, you earn the AEPP® designation title.

#3 Visibility


Certified practitioners will reach a wide network and have access to professional expertise in wealth planning industry worldwide.

#4 Update


AEPP designees will join regular free seminar with market updates and regulations. 

Join today

AEPP® certification programme

The Associate Estate Planning Practitioner (AEPP®) is a practical and marketing-based course for Professional Advisers wishing to use estate planning to enhance their core advisory services.

Our dynamic and experienced course facilitators have plenty of insights to share with you on how to use estate planning to energise and supercharge your advisory business.

Upon completing the two-day estate planning course, you will be able to include the AEPP® designation to your credentials.

The Associate Estate Planning Practitioner (AEPP®) designation is awarded by the Society of Will Writers (SWW) of the UK and the Estate Planning Practitioners Limited (EPPL).
Duration

12 hours

Learners

8600+

Self-Study Videos

6 hours

Live Course 

6 hours

Modules 

6 Modules

Price

RM 2,888

Course Outline

Topic 1: Practical Aspects of Estate Planning in an International Context 

  • Introduction to Estate planning
  • The purpose of Estate planning
    - What and Why of Estate in planning
    - Aspects of Estate planning and potential issue
  • The Life cycle of Wealth and Succession
    - The ingredients for Wealth perpetuation
    - Perspectives of Inheritance
    - Accumulation of Income
    - Concentration of Wealth
    - Capital growth and Replenishment
    - Family Dynamics
    - Management and Governance
  • The concepts and tools of Estate planning
    - The classification of assets
    - Types of Estate planning tools and services
  • Opportunity in Estate planning for financial adviser and intermediary

Topic 2: Estate Planning, Wills and Trusts Planning in international context

  • Dealing with Cross Border Assets
    - Investment accounts
    - Insurance policies
    - Real estate
    - Other asset classes
  • Companies
  • Probate Aspects
  • Forced Heirship

Topic 3: Estate administration dealing with cross border assets

  • Dying Testate vs Intestate
  • Process of estate administration with the Grant of Probate and Letter of Administration in Malaysia and Singapore

Topic 4: Introduction and features of the Trust structure in Malaysia

  • Trust services in Investment Trust and Private Trust
    - The fiduciary duty of the trustee
    - The rule and regulation Trustee Act 1949
  • Type of trust structure
    - Testamentary Trust
    - Insurance Trust
    - Living Trust
  • Wealth succession in Mentally incapacitated
  • Asset protection perspectives
  • Creditors
  • Divorces
  • Forced Heirship
  • Succession of the foreign investor and foreign business owner’s assets in Malaysia:
    - His Malaysian residence
    - Individual and joint ownership
    - Corporate ownership

Topic 5: Singapore succession structures in wealth management

Introduction and features of the Singapore Trust
  • Discretionary Trusts
  • Letter of Wishes
  • Protector
  • Reserved Powers of investment
    - Testamentary Trusts and Standby Trusts
    - Lasting Powers of Attorney (“LPA”)

Succession of Singapore Real Estate
  • En bloc
  • The Stamp duty regime

Succession with:
  • Will Making
  • Property Trusts

Topic 6: Inbound and Outbound Taxation Aspects

  • Tax issues to be considered when planning for succession for the Malaysian client vis-a -vis:
    - His investments located in and outside Malaysia
    - Different types of investments held in by individual
    - Timing of transfer of wealth to the next generation
    - Different types of SPV suitable for succession planning for Malaysian clients
  • Tax considerations when setting up Labuan Foundations. 

    • Topic 7: Holding financial assets in Trust Structures with Underlying Offshore Companies and financial institutions

  • Set up of structure and requirements
  • Reservation of investment powers and investment instruction mandate
  • Monitoring, supervision and reporting aspects
  • Trust and Company accounting and administration

    • Topic 8: HNW and UHNW structures

    • Family Private Trust Companies
    • Family Offices
    • What do family business owners need to plan for their personal wealth creation and accumulation alongside their Founders’ businesses?
    • Independent Multi-Family Offices as a viable proposition in asset and wealth management and in creating intrinsic value for clients
    • Concept of the Family Bank

    Topic 9: Section 13O and 13U MAS approved structures

    • Relocation, Singapore Residency and Permanent Residency
    • Singapore Companies and 
    • Variable Capital Companies for investment holdings

    KEY LEARNING OBJECTIVES 

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    On completing the AEPP® International certification programme, participants can look forward to:

    • Understanding of the tools and ingredients for estate planning and how wealth can transit successfully to the next generation;

    • The trust structures that are available and the multiple solutions for wealth succession planning; 
    • Understanding international legal and tax issues along with the complexities of transferring cross border assets including real estate portfolios;

    • Applying high-value practical knowledge and concepts gained from trust solutions to enhance their current practice to stay ahead of their competitors; and 

    • Gaining access to the expertise of practitioners in estate planning who can relate on real-life case studies and their applications.

    EPPL’s Regional Presence & Recognition

    Established across Southeast Asia, expanding to Malaysia. 

    Partnerships

    EPPL also works with various Asian country representatives to heighten awareness of the crucial estate planning component of wealth distribution.

    Extended Support Services

    After certification, practitioners can access trust advisory services through EPPL MY. 

    Testimonials & Success Stories

    As a designee of EPPLHK’s AEPP® Programme (Class of 2022), I found the experience both enriching and transformative. The eLearning modules offered unparalleled flexibility—I could study at my own pace even during the pandemic, which made balancing work and personal commitments far more manageable. The programme deepened my understanding of entrepreneurial legacy and second-generation succession—knowledge essential for serving clients in the financial planning industry.

    What stood out the most were the post-course seminars. They were practical, up-to-date, and highly relevant to local trends in tax and wealth succession. The study materials were comprehensive and helped me prepare thoroughly for the AEPP® exam. Thanks to the programme, I gained the confidence to host seminars in mainland China and collaborate effectively with professionals across disciplines, enhancing my career significantly.

    AEPP® designee (Hong Kong), June 2025
    — Gifford Chen

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