Suggested Workshop Topic: Unlocking Insights for High Net Worth Business Owners: Seminar on Strategic Business & Family Wealth Succession Planning in the Era of Capital Gains Tax (CGT) in Malaysia

Introduction: In a significant move towards tax reforms, the MICPA-Deloitte Tax Reforms report, published in October 2021, highlights the Malaysian government’s commitment to fostering a fair fiscal system. This commitment is marked by the introduction of wealth taxes, including the Capital Gains Tax (CGT) and the potential reinstatement of inheritance tax. Notably, The Edge reported on November 23, 2020, that the CEO of the Inland Revenue Board (IRB) suggested the introduction of CGT. The government has now initiated the imposition of CGT on unlisted shares owned by Sdn Bhd, effective from January 1, 2024, as per the Budget passed by Parliament late last year.


Acknowledging the profound impact of evolving tax laws on business and family wealth succession, Mr. Lee Khee Chuan, an esteemed expert with Capital Market Services Representative (CMSRL) & Financial Adviser Representative (FAR) licenses, and over two decades of industry experience in estate and wealth succession planning, stands ready to share invaluable insights with your association members. Mr. Lee proposes to speak at a seminar organized by your esteemed association/club.


Proposed Seminar Topic:

“Strategic Business & Family Wealth Succession Planning for High Net Worth Business Patriarchs in the new Era of Capital Gains Tax (CGT) in Malaysia”


Contents of the Seminar:

  • Strategic Business Succession Planning: Navigating the complexities of transitioning business leadership and ownership to ensure continuity and sustainability
  • Wealth Preservation Strategies: Implementing effective strategies to safeguard family wealth amidst changing economic landscapes and evolving tax policies in Malaysia, especially the introduction of CGT and probable re-introduction of inheritance tax.
  • Tax Efficiency in Succession: Understanding the nuances of taxation in succession planning and identifying opportunities for tax optimization.

Reasons Your Members Should Attend:


  1. Strategic Wealth Succession Planning: Equip business owners with insights and strategies to safeguard their family wealth and business interests amidst evolving tax policies.
  2. Navigating Capital Gains Tax: Gain practical insights into the potential impact on overall wealth accumulation for effective business planning.
  3. Preparing for Inheritance Tax Reintroduction: Learn to align succession plans with the changing tax landscape, ensuring a seamless transition of assets.
  4. Risk Mitigation: Receive guidance on proactively identifying and mitigating risks, safeguarding long-term financial stability amidst evolving tax changes.


Reasons to invite Lee Khee Chuan:

    1. Expertise: With over two decades of practical knowledge, Mr. Lee brings valuable insights grounded in real-world scenarios.
    2. Industry Recognition: Recognized for contributions in business and family wealth succession, making him a trusted authority.
    3. Interactive Sessions: Known for engaging and interactive presentation style, fostering a dynamic learning environment.


We are confident that Mr. Lee Khee Chuan’s presentation will provide valuable insights and strategic guidance to your members, enhancing their understanding of crucial aspects of business and family wealth succession. We would appreciate the opportunity to discuss this proposal further and explore how we can tailor Mr. Lee’s presentation to best suit the needs of your members. Please feel free to contact us to schedule a meeting or address any queries you may have.


Profile Write-Up: Lee Khee Chuan – Expert Knowledge Speaker


Lee Khee Chuan ChFC,CLU,CFP,FLMI,B.A. is a distinguished professional renowned for his expertise in the field of business and family wealth succession planning. With an illustrious career spanning 25 years, he has become a trusted authority, offering invaluable insights and guidance in navigating the intricate landscape of business estate planning.


Education and Qualifications:


Lee holds a Bachelor of Arts with a double major in Political Science and Psychology from the prestigious National University of Singapore. His commitment to professional excellence is underscored by his designations as a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Financial Planner (CFP) professional, and Fellow of the Life Management Institute (FLMI) in the USA.


Published Articles and Speaking Engagements:


Lee’s dedication to advancing knowledge in his field is evident through his extensive portfolio of published articles published in Personal Money, The Edge, Smart Investor, Free Malaysia Today (FMT). Lee has been invited to give talks to various organizations such as MARA, UITM, Chinese Chamber of Commerce, Malaysian Institute Estate Agents (MIEA), Malaysian Institute of Accountants (MIA), and have also conducted CPE courses for members of Financial Planning Association of Malaysia (FPAM). He was also a designated trainer for Malaysian Institute of Estate Planners (MIEP).


His articles and insights, which delve into critical issues and provide practical solutions, can be found on his platform, Lee’s thought leadership has been instrumental in addressing the complexities of financial planning, particularly in the realms of estate, business and family wealth succession planning.


Licensed Financial Adviser Representative:


As a licensed financial adviser representative, Lee brings over 25 years of hands-on experience to the table. His extensive background in business and family wealth succession planning has equipped him with a deep understanding of the intricate dynamics involved in safeguarding and optimizing wealth for both business entities and families.


Professional Accolades:


Lee’s commitment to his craft has not gone unnoticed. He is widely recognized for his unwavering commitment to professionalism and has earned accolades for his contributions to the financial planning industry, particularly in the realm of business and family wealth succession planning. His holistic approach and strategic insights make him a sought-after speaker and consultant in these critical areas.


Expert Knowledge Speaker:


Lee Khee Chuan is a distinguished expert knowledge speaker, often sought after to share his insights at industry events and conferences, specifically focusing on business and family wealth succession planning. His articulate and engaging presentations reflect not only his depth of knowledge but also his ability to communicate complex financial concepts in an accessible and relatable manner, tailored for business owners within trade associations.


In the realm of business and family wealth succession planning, Lee Khee Chuan stands as a paragon of professionalism and competence. His profile is marked by a rich tapestry of academic achievements, professional designations, and practical experience. As an expert knowledge speaker, he continues to shape the narrative of financial planning, offering strategic insights that empower business owners within trade associations to secure their business and family financial legacies.


Contact Lee Khee Chuan:

WhatsApp: +60168880138