Caroline Miller and Clare Armitage: Advising complex clients

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Caroline Miller and Clare Armitage: "Clients should, at a minimum, be encouraged to prepare an inventory of their digital assets, including cryptocurrency, computing devices and cloud accounts."
Caroline Miller and Clare Armitage: "Clients should, at a minimum, be encouraged to prepare an inventory of their digital assets, including cryptocurrency, computing devices and cloud accounts."
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As clients become increasingly global and sophisticated in their asset base, the issues that advisers must consider become ever more complex, write Caroline Miller and Clare Armitage.

The digital era in which we now find ourselves also presents challenges as the speed at which new enterprises arrive often far outpaces legislation in this area. As professional advisers, we need to be...

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