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The Growing Challenge for UK Advisers

Since Brexit, emigration has risen significantly, with over 250,000 UK nationals, including more than 10,000 millionaires, leaving the UK annually.* When a client relocates to Europe, advisers face immediate and difficult hurdles.

Client meeting, Blevins Franks European Client Solutions

Loss of Authorisation: Without appropriate regulatory permissions, UK advisers are no longer authorised to provide advice in another jurisdiction.

Insurance Gaps: Your Professional Indemnity (PI) insurance may not cover advice provided to non-UK residents.

Strict Residency Monitoring: Authorities now have greater visibility into where individuals spend their time, aided by the EU Entry/Exit System (EES).

Client meetin Blevins Franks European Client Solutions

Complex Local Tax Regimes: Clients face unfamiliar tax and estate planning laws. For example, trusts are generally not recognised in many European jurisdictions, and estates may be subject to forced heirship rules.

Invalidated UK Solutions: Standard UK solutions like ISAs will no longer benefit from the same tax advantages overseas, and accumulated gains may become liable to capital gains tax in their new country of residence.

Built for Cross-Border Needs

Appropriately regulated

We are fully regulated in both the EU and the UK, meaning we hold the necessary regulatory permissions, so you don't have to.

On-the-ground expertise

We have local advisers based exactly where your clients need them, including France, Spain, Portugal, Cyprus, Malta, and Monaco.

Specialist advice

Our specialised Tax, Pensions, and Emigration Advice Services handle complex, cross-border client needs.

Why refer your overseas clients to Blevins Franks?

Referring your clients to us allows you to facilitate a seamless transition for your clients while unlocking direct benefits for your firm.

How does a referral reduce your regulatory risk?

Since UK firms can no longer passport into the EU post-Brexit, working with us structures your client’s planning to comply with local laws and avoids non-compliance risks.

Is there a commercial benefit for your firm?

You will receive an introduction fee for referred clients, creating an additional revenue stream without increasing your existing workload.

What happens to the client’s existing arrangements?

We review their investments, pensions, tax position and estate planning against the rules of their country of residence.

How will the handover be managed?

Your clients remain correctly advised and enjoy the peace of mind that comes with knowing their tax and financial affairs are in proper order. Keeping your client’s experience at the centre of the process.

Ready to support your clients abroad?

If your clients live abroad or are planning an international move, ensure they have access to specialist cross-border advice. Working in partnership with Blevins Franks will provide a seamless continuation of service while safeguarding their long-term wealth. Email Ben Simmonds to get started.

Contact us today

SOURCES | * Office for National Statistics (ONS) migration data (2024–2025); UK Parliament Commons Library; Full Fact; Henley & Partners, Private Wealth Migration Report 2024. European Commission briefings on the EU Entry/Exit System (EES), 2026; Schengen border data reports on early EES implementation.

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Blevins Franks has been providing specialist financial advice to British expatriates across Europe for 50 years. Our expertise covers tax, estate planning, pensions and investment management to offer a genuinely holistic approach to financial planning.
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28 St James’s Square, London SW1Y 4JH
Gasan Centre, Triq il-Mergħat, Zone 1, Central Business District, Mrieħel CBD1020
+44 (0)20 7389 8133 Make an Enquiry

We want people to be able to easily access and understand the information we provide, so if you need further help to access information on this website or key documents in a different format or setting, please contact us via your Blevins Franks adviser, by email or by phone.

[email protected]   +44 (0)20 7389 8133.

Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731, to provide advice in the UK. Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917 to provide advice in Malta and other EU countries in line with its [IDD and MiFID] passporting permissions. It is authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited (BFTL) is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. BFFM, BFWML and BFTL are all part of the Blevins Franks Group Limited (BFGL) whose registered office is Gasan Centre, Triq il-Merghat, Zone 1, Central Business District, Mriehel CBD1020, Malta. This promotion has been approved and issued by BFWML and BFFM for respective use in the EU and UK.

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