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Blake wisz q3o 8 Mte FM0 unsplash 20 Aug 26
  • Business owners
  • Business Relief
  • Trusts

Protecting a business on death: why owners need more than a simple Will

Maria ziegler j Jn Zg7v Bf Ms unsplash 20 Aug 26
  • Case File
  • Property
  • WIlls

Case File: the house share that would have gone to the wrong person

Adviser Image bcrl1lbcrl1lbcrl 20 Aug 26
  • Consumer Duty
  • Referrals

The three questions every adviser should ask

FCA Logo 20 Aug 26
  • Consumer Duty
  • Referrals
  • Compliance

Consumer Duty and estate planning referrals: the adviser's guide

Screenshot 2023 03 31 151210 09 Jul 26
  • Will-writing standards
  • AI

AI in Will-writing: the hype, the potential and the reality

Ta focando L Ouff S Fp WQI unsplash 09 Jul 26
  • Case File
  • Will reviews
  • Blended families

Case File: the two words that disinherited half a family

Ftcms e6bc804f 623b 4ac9 a9c3 656b8bc5ec34 06 Jul 26
  • Consumer Duty
  • Regulation
  • FCA

CP26/23 in plain English: less duplication, not less responsibility

Augustin foto jonas augustin M Tqaq BY6lf A unsplash 02 Jul 26
  • Case File
  • Will reviews
  • Trusts

Case File: the Will that looked perfect

Ronaldcandonga job 5382501 640 10 Jun 26
  • Consumer Duty
  • Referrals

Spotting estate planning needs is a Consumer Duty obligation

Ftcms e6bc804f 623b 4ac9 a9c3 656b8bc5ec34 21 May 26
  • Consumer Duty
  • Regulation
  • Bereavement

The FCA's bereavement review: what it means for IFA firms and their estate planning process

Deng xiang WX Qm NTK0 U unsplash 18 May 26
  • Will reviews
  • Statistics

What we find when we review Wills: the numbers

Charles forerunner 3f P Xt37 X6 UQ unsplash 14 Apr 26
  • Business Relief
  • IHT
  • Business owners

Business Relief after 6 April 2026: what changed and what to check