Caroline Miller and Clare Armitage: Advising complex clients

EU assets post-Brexit

clock • 4 min read

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 alert to the issues these complexities present to ensure our clients are well protected. Take, for example, an entrepreneur client who has already built up considerable wealth from previous successful businesses. They want both to enjoy some of their new found wealth, as well as protect it longer-term for their family. They have recently bought a villa on the Amalfi coast and, on the advic...

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