How to manage your EU based clients after Brexit

by Damian Davies on 22·12·2020

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.

The Timebank have been working with Black Swan Capital to produce a guide on how to manage your EU based clients after Brexit.  

This guide is provided with our complements and can be downloaded here.