Estate Planning Practitioners Limited (EPPL) advances the professional practice of estate and succession planning throughout Asia — through certification, training, and a growing network of practitioners.
Established in 2009, Estate Planning Practitioners Limited (EPPL) supports the development of estate and succession planning as a professional practice across Asia.
EPPL promotes professional education and industry collaboration through training programmes, seminars, conferences and knowledge exchange. In partnership with the Society of Will Writers (UK), EPPL jointly certifies the Associate Estate Planning Practitioner (AEPP®) designation.
To date, more than 8,000 professionals across Asia have been equipped with estate and succession planning knowledge through EPPL programmes.
The AEPP® designation has established a strong presence in Singapore, Malaysia and Indonesia, and continues to expand into Hong Kong and China.
EPPL also works with representatives across Asia to strengthen professional communities in estate and succession planning and to promote greater awareness of structured wealth succession planning.
To equip professional advisors with applicable knowledge on Estate Planning and Wealth Succession to complement comprehensive financial planning.
To provide for continuous professional growth of professional advisors by facilitating networking sessions and career pathways.
With EPPL as a platform, Estate Planning as a professional practice is promoted throughout Asia via training, seminars, conferences and exchange of ideas. EPPL works with country representatives to promote the AEPP® designation and future designations related to estate planning practice.
To equip professional advisors with applicable knowledge on Estate Planning and Wealth Succession to complement comprehensive financial planning.
To provide for continuous professional growth of professional advisors by facilitating networking sessions and career pathways.
With EPPL as a platform, Estate Planning as a professional practice is promoted throughout Asia via training, seminars, conferences and exchange of ideas. EPPL works with country representatives to promote the AEPP® designation and future designations related to estate planning practice.
Jointly award the AEPP® designation with the Society of Will Writers (UK) — a recognised mark of estate planning expertise across Asia and beyond.
EPPL has taken on the role of acting as an introducer to Precepts Trustee Ltd (Licence No. TC000040), a licensed trust company in Singapore.
Formed in 2021, EPPL Digital was established to spearhead digitised estate planning and trust services using state-of-the-art technology. It provides a platform to enable anyone wanting to create a trust conveniently and at low cost through an entirely digitised process. As an approved project in Singapore, all documentation is stored online for easy retrieval.
EPPL Digital facilitates solutions such as the ProviTrust, and acts as an introducer to Precepts Trustee Ltd, a trust company licensed by the Monetary Authority of Singapore (MAS).
The impetus for the AEPP® qualification was premised on the model in the United Kingdom by Brian McMillan, Director General of The Society of Will Writers.
The Society of Will Writers is a well-respected non-profit self-regulatory organisation which seeks to protect the public and serve the interests of active professionals in the field of will-writing and estate planning practice in the United Kingdom. Today, the Society has the largest database of highly qualified and indemnified will writers and estate planning practitioners (including Financial Advisors).
The Society of Will Writers is a non-profit making self regulatory organisation which seeks to protect the public and serve the interests of those men and women who are active professionals in our field.
The Society of Will Writers was founded in 1994 and has since grown to become not only the largest, but also the leading self-regulatory body governing Will Writers and Estate Planners alike. They have members across the UK, Europe and further afield in places such as Asia and Africa.
The Society has set itself two main tasks:
The Society of Will Writers (SWW) was established in 1994 as an independent body representing the professional Will Writer and the interests of the consumer. Today, the Society is the largest trade body within our profession and has members throughout the world, especially where there are high concentrations of UK citizens living and working abroad.
Chiwi was called to the Bar of England & Wales as Barrister-at-Law in 1986 and admitted as an Advocate & Solicitor of Singapore in 1988. In 2004, he was appointed as Chief Executive of British & Malayan Trustees Limited. He joined Rockwills Singapore in 2008 as Chief Executive and in 2020 helmed the business under the new brand “PreceptsGroup International”.
Widely recognised for his expertise in the Trusts industry, Mr Lee Chiwi is a TEP member of the Society of Trust and Estate Practitioners and served as Chairman of the Singapore STEP Branch in 2014/15. In 2015, he was also designated ChT (Chartered Trustee) by the Singapore Trustees Association, a title borne only by senior trust practitioners in Singapore.
Chiwi held position as member of the Law Society’s Probate Practice and Succession Planning Committee, and as adjunct lecturer at the Singapore Management University’s Masters’ program in Wealth Management, (Estate Planning and Tax). He has regularly been invited to speak at various seminars, including those organised by the IRAS and the IBF. He is the author of various books including the “The Preceptsgroup Guide to Succession and Trusts in Wealth Management ”, 4th edition 2021 and the “Drafting trusts and will trusts in Singapore: a modern approach James Kessler QC and Chiwi Lee”.
Amy has over 20 years of experience working in wealth management and wealth planning, servicing High Net-Worth clients and families with their family succession, tax planning and cross-border asset protection matters from Greater China and ASEAN regions. She has worked with Barclays Wealth London, Pictet & Cie London, CICC HK, UBS HK, and Vistra Singapore and current with Hawksburn Group, a Multi-Family Office based in Singapore.
Amy has thorough understandings of different wealth planning tools including Trust, Insurance (UL, VUL, PPLI), Family Governance, Wills, Shareholder Agreement and fluent with the application of these tools in accordance to different tax background and family circumstances. She is also familiar with many trust jurisdictions including HK, Singapore, BVI, Jersey, Guernsey, Labuan and Bahamas as well as Singapore and HK Family Office set up and Singapore and HK Charitable Trust and Foundations.
While Amy advises her client on wealth planning and investment management, She is also passionate about ESG and Impact Investment in the past year, bridging capital to make the world a better place.
Amy holds a master’s degree in law (LLM). She is a full member ‘TEP’ of the Society of Estate and Trust Practitioners (STEP) and an AEPP® Designee. She also holds IMC (Investment Management Certificate) from the CFA Society from the UK. Amy speaks English, Mandarin and Cantonese.