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03 NOV, 2025
In today's Professional Adviser, our Director of Compliance Consultancy, Jennifer Peaty, outlines the risks of not talking to clients about estate planning and highlights that, whilst advisers do not need to become experts, pointing clients in the right direction is essential.
Read the article in full, here www.professionaladviser.com/opinion/4520763/risks-advisers-addressing-estate-planning-clients