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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers: Are you even taking your own advice?

Advisers: Are you even taking your own advice?

Exploring the expenditure consolidation conversation

Nick Ryan
clock 25 March 2026 • 4 min read
CISI welcomes 76 Certified financial planners

CISI welcomes 76 Certified financial planners

Number of UK CFP professionals continues to rise

Sophia Panayi
clock 24 March 2026 • 1 min read
'Nobody is big enough not to be bought'

'Nobody is big enough not to be bought'

Roderic Rennison on the future of deals in the advice industry

Isabel Baxter
clock 20 March 2026 • 1 min read