Call us on 01432 355 322

How to manage your EU based clients after Brexit

From January 2021 passporting will cease irrespective of whether the UK leaves with a deal or we see a no-deal Brexit. That means UK based financial advisers and planners will no longer be able to advise clients who live in the EU. If you and your clients are affected, this guide will explain your options.

The Timeblog

  • Latest

  • Categories
  • Tagged With

    Advice Annual Reviews Benefits Branding Brexit Child Benefit Compliance CPD CRP DB Transfers Guest Blog IHT Insistent Clients ISAs Lifetime ISAs LTA MiFIDII MPAA NI Contributions Paraplanning Pension Pensions Phased Retirement platforms PROD Protection Providers RDR Research Residential Care Retirement Review Savings SIPP Suitability Tax TCF TVAS wraps

  • By author

    Authors List

  • By date

    • Recent Articles

    Three tools for perfect factfinding
    How you can get the government to help your clients retire early using a simple ISA allowance!
    Is home working still working for you?
    How global ageing populations will affect any client you have that is younger than 71.
    Five topics to start the ESG conversation at your annual reviews – from heatwaves to the McPlant

    Similar Articles

    Three tools for perfect factfinding
    How you can get the government to help your clients retire early using a simple ISA allowance!
    Is home working still working for you?
    How global ageing populations will affect any client you have that is younger than 71.
    Five topics to start the ESG conversation at your annual reviews – from heatwaves to the McPlant
    If you are not already a client of The Timebank and would like to know more about what we do and how we can help your business please do get in touch:

    Telephone: 01432 355 322

    Email: [email protected]
    Key contact information:

    Damian Davies, Managing Director – 01432 355 391

    Melissa Hall, Head of Paraplanning – 01432 233 038

    Lauren Bower, Account Manager – 01432 355 347

    Phone: 01432 355 322
    Fax: 0845 280 8777
    © 2003-2024

    Privacy Policy

    Planned to perfection by The Site Doctor