· 20 min
Advising Divorced Clients on Estate Planning: Financial and Legal Considerations
Strengthen post-divorce estate planning advice for IFAs with this CPD-worthy analysis of wills, pension nominations, inheritance tax, and CGT transfer rules.
Professional
Insights
Guidance for legal professionals on will writing, regulatory compliance, and practice standards.
Showing 56 of 56 insights
· 20 min
Annuity Death Benefits and Estate Planning: What Advisors Need to Know
Technical guidance for financial advisors on annuity death benefit structures, April 2027 IHT changes, and joint life exemptions. CPD-accredited analysis.
· 21 min
Anti-Money Laundering Requirements for Estate Planning Practices: A Compliance Framework for the FCA Transition Era
Meet 2026 AML obligations for estate planning under FCA supervision. CPD-worthy framework covering due diligence and source-of-funds checks for solicitors.
· 22 min
Building a Defensible Quality Assurance Framework for Will Writing Practices
Build a defensible QA framework for will writing that satisfies SRA thematic review expectations and STEP Code requirements. CPD-worthy for compliance officers.
· 21 min
Building a Sustainable Will Writing Practice: Business Model Analysis and Revenue Optimization
Improve will writing profitability with data-backed pricing models and revenue diversification. CPD-worthy analysis of technology ROI for law firm leaders.
· 18 min
Business Protection and Estate Planning: Integrating Life Insurance and Succession
Evaluate April 2026 Business Property Relief cap effects on life insurance succession strategies. CPD guidance for IFAs on cross-option agreements and BPR.
· 18 min
Charitable Giving and Estate Planning: Tax-Efficient Legacy Strategies
Evaluate integrated inheritance tax charitable giving strategies for IFAs and tax planners, covering the 36% reduced rate, pension reforms, and anti-avoidance.
· 19 min
Client Communication Strategies for Estate Planning Conversations
Apply behavioural science and Consumer Duty frameworks to estate planning conversations -- advanced CPD guidance for IFAs managing inheritance tax exposure.
· 20 min
Client Intake Protocols: Detecting Capacity Issues and Undue Influence in the Shadow of MCA Reform
Detect capacity issues and undue influence at intake with protocols aligned to Banks v Goodfellow and proposed MCA reform. CPD-worthy for practitioners.
· 19 min
Client Segmentation for Estate Planning Services: Who Needs What and When
Apply a five-dimensional client segmentation framework for estate planning after the 2025 Inheritance Tax reforms, with CPD value for IFAs and wealth managers.
· 21 min
Collaborating with Financial Advisors: A Solicitor's Guide to Multi-Disciplinary Estate Planning
Build compliant referral panels with financial advisers under SRA and FCA rules. CPD-level coverage of fee-sharing restrictions and panel governance.
· 20 min
Contentious Probate Risk: Preventative Measures in Will Drafting
Reduce contentious probate exposure with risk-stratified assessments and execution safeguards. CPD-worthy documentation protocols for will drafters.
· 19 min
Cross-Border Estate Planning: Residence-Based Inheritance Tax Policy for Non-Domiciled Individuals
Evaluate the Finance Act 2025 long-term UK resident test for wealth managers: treaty interactions, trust implications, and CPD-worthy planning frameworks.
· 23 min
Cybersecurity and Data Protection in Will Writing Practices: A Risk Management Framework for the Post-DUAA Landscape
Protect your will writing practice from data breaches and ICO enforcement. CPD-worthy coverage of the Data Use and Access Act and electronic wills readiness.
· 19 min
Digital Assets in Estate Planning: Cryptocurrency, NFTs, and Advisor Guidance
Assess cryptocurrency inheritance tax obligations and digital asset estate planning frameworks for financial advisers under the 2025-2026 legislative reforms.
· 23 min
Diverse Families and Will Drafting: DEI Considerations for Modern Estate Planning
Draft wills for cohabitants, blended families, and LGBTQ+ clients with confidence. Covers Kaur v Singh and SRA equality obligations. CPD-worthy.
· 25 min
Electronic and Remote Witnessing: Navigating the Transition from Current Law to Law Commission Reform
Navigate the shift from Wills Act 1837 witnessing rules to the Law Commission's electronic wills proposals. CPD-worthy reform readiness analysis for solicitors.
· 21 min
Electronic Wills Implementation: Law Commission Draft Bill and Technical Safeguards
Prepare for electronic wills under the Law Commission draft Bill. CPD-level coverage of reliable system standards, eIDAS integration, and safeguards.
· 20 min
Equity Release and Estate Planning: Advising Clients on Implications and Strategies
Evaluate equity release inheritance tax debt deduction, residence nil-rate band erosion, and pension reform for later life advisors -- CPD-worthy analysis.
· 20 min
ESG-Aligned Trusts and Legacies: Tax-Efficient Sustainable Estate Planning for Clients
Evaluate trustee ESG investment authority post-Butler-Sloss and FCA SDR compliance for wealth managers structuring IHT-efficient sustainable legacies.
· 22 min
Estate Planning for Cohabiting Couples: Legal Frameworks and Advisory Best Practice
Close the intestacy gap for cohabiting clients with multi-instrument estate plans. Covers IHT structuring and TOLATA claims. CPD-worthy for solicitors.
· 18 min
Estate Planning for International Clients: Advisor Considerations and Cross-Border Complexities
Assess how residence-based inheritance tax reforms reshape cross-border estate planning for wealth managers advising internationally mobile HNW clients.
· 19 min
Estate Planning in Volatile Markets: Strategies for Inflation, Recession, and Geopolitical Risks
Apply advanced Inheritance Tax strategies during volatile markets. Covers loss relief, valuation timing, and residence regime changes for IFAs seeking CPD.
· 21 min
Ethics in Will Writing: Navigating Conflicts of Interest and Professional Conduct
Manage conflicts of interest in will writing under current SRA rules and incoming reforms. CPD-worthy analysis of thematic review findings for solicitors.
· 21 min
Expression of Wish Forms: Advisor Liability and Best Practice Guidance in the Pension IHT Era
Evaluate advisor liability risks from pension Inheritance Tax changes for IFAs. Covers Consumer Duty, Ombudsman cases, and file review protocols for CPD.
· 20 min
FCA Consumer Duty and Estate Planning Services: What Advisors Must Do
Evaluate how Consumer Duty outcomes apply to estate planning for IFAs and compliance officers, with actionable regulatory frameworks and CPD analysis.
· 22 min
Handling Will Storage: Liability, Security, and Best Practices for Solicitors
Manage will storage liability, security, and SRA compliance as the profession transitions to electronic wills. CPD-worthy protocols for firms of all sizes.
· 18 min
Inheritance Tax Planning Strategies: Residence-Based Regime Essentials for Financial Advisors
Evaluate IHT planning strategies under the residence-based regime for financial advisors, covering LTUR test mechanics, pension inclusion, and APR/BPR reforms.
· 19 min
Integrating Will Planning into Holistic Financial Advice: Best Practice Framework
Embed will planning within holistic financial advice using a structured suitability framework for IFAs, addressing Consumer Duty and COBS 9 obligations.
· 19 min
Investment Bond Estate Planning: Tax Efficiency and Trust Structures
Analyse investment bond trust structures for inheritance tax efficiency. For IFAs: chargeable event gains, segment strategies, and CPD-worthy guidance.
· 21 min
ISA Inheritance and Estate Planning: Additional Permitted Subscriptions Explained
Master Additional Permitted Subscriptions for bereaved clients. Technical guidance for IFAs on ISA inheritance, valuation optimisation, and April 2026 changes.
· 19 min
Lasting Power of Attorney Integration: How IFAs Can Add Value Beyond Investments
Embed lasting power of attorney planning into IFA advisory workflows. Covers Consumer Duty, Powers of Attorney Act 2023, and IHT estate planning for CPD.
· 20 min
Life Insurance in Estate Planning: IHT Mitigation Strategies for Advisors
Strengthen IFA estate planning with life insurance trust structuring for IHT mitigation, covering s.21 exemptions, pension inclusion, and CPD insights.
· 22 min
Managing Complex Cross-Border Estate Cases: Professional Insights and Technical Frameworks
Administer cross-border estates under the new long-term residence test. CPD-worthy coverage of Brussels IV, double taxation, and multi-jurisdiction probate.
· 20 min
Marketing Will Writing Services: Compliance with SRA Advertising Rules
Market will writing services without breaching SRA advertising rules. CPD-level framework covering Rules 8.8, 8.9, Transparency Rules, and digital marketing.
· 21 min
Mental Capacity Test Reforms: Assessing Testamentary Capacity Under the MCA (Proposed)
Prepare for the shift from Banks v Goodfellow to the MCA 2005 capacity test. CPD-worthy analysis of Law Commission proposals and practitioner protocols.
· 18 min
Multi-Generational Wealth Planning: Strategies for Family Wealth Transfer
Evaluate residence-based Inheritance Tax rules and pension reforms affecting multi-generational wealth transfers. Technical guidance for wealth managers.
· 20 min
Neurodiversity in Capacity Assessments: Protocols for Solicitors Handling Clients with ADHD and Autism
Assess capacity for clients with ADHD and autism using neurodiversity-informed protocols. Covers Banks v Goodfellow and SPELL framework. CPD-worthy.
· 20 min
Partnering with Online Will Providers: Compliance, Risks, and Opportunities for IFAs
Evaluate compliance risks of online will provider partnerships for IFAs. Covers Consumer Duty obligations, inducements rules, and CMA enforcement guidance.
· 21 min
Pension Death Benefits: Tax Treatment and Client Communication
Apply structured client communication frameworks for pension death benefit tax changes from April 2027, with Consumer Duty compliance and CPD guidance for IFAs.
· 20 min
Pensions and Estate Planning: Death Benefit Tax Rules and Nomination Strategy
Assess pension death benefit inheritance tax rules from April 2027 for IFAs, with double taxation calculations, nomination strategy, and CPD guidance.
· 19 min
Post-Death Tax Planning: Opportunities Your Clients (and You) Are Missing
Identify under-utilised post-death inheritance tax provisions for financial advisors covering deeds of variation, trust appointments, and CPD-worthy strategies.
· 22 min
Pricing Strategy for Will Writing Services: Building Sustainable Profitability in a Transparency-Driven Market
Set competitive prices for will writing using LSB research and benchmarking data. CPD-level coverage of SRA Transparency Rules and pricing models.
· 21 min
Professional Indemnity Insurance: Will Writing Risk Mitigation Strategies for the Emerging Claims Landscape
Identify the nine risk zones insurers flag in will writing claims and reduce your premiums. CPD-worthy analysis of indemnity data and SRA adequacy standards.
· 23 min
Regulatory Landscape for Unregulated Will Writers: What Solicitors Need to Know
How CMA guidance, DMCC Act enforcement, and Scotland's 2025 Act reshape unregulated will writing oversight. CPD-worthy strategic analysis for solicitors.
· 19 min
Residence Nil-Rate Band Optimization: Technical Guidance for Financial Advisors
Analyse Residence Nil-Rate Band taper management, April 2027 pension interactions, and trust structuring -- CPD-worthy technical guidance for advisors.
· 21 min
Scottish and Northern Ireland Succession Law: A Cross-Border Practice Guide for Solicitors
Navigate succession law across Scotland, Northern Ireland, and England and Wales. CPD-worthy comparison of forced heirship, intestacy, and IHT decoupling.
· 19 min
Sharia-Compliant Wills in England and Wales: Legal Framework and Cultural Competency for Solicitors
Assess Inheritance Act 1975 litigation risks and regulatory obligations when drafting Sharia-compliant wills, with CPD-worthy guidance for solicitors.
· 21 min
Specialist Accreditation for Will Writers: STEP, SFE, and SOLLA Qualifications Compared
Choose the right accreditation for your will writing practice. CPD-worthy comparison of STEP, SFE, and SOLLA covering cost and SRA competence mapping.
· 21 min
SRA Will Writing Compliance in Transition: A Regulatory Checklist for the Law Commission's Modernising Wills Reforms
Map your SRA will writing obligations against the Law Commission's draft Bill provisions. CPD-worthy compliance checklist for COLPs and practice managers.
· 22 min
Succession Planning for Law Firms: Managing Will Writing Client Portfolios
Plan partner exits and practice sales without losing will writing clients. CPD-worthy coverage of SRA compliance and portfolio valuation for law firms.
· 22 min
Technology Transformation in Solicitor Will Practices: Implementation Blueprint
Implement practice technology in phases that satisfy SRA competence obligations and prepare for electronic wills. CPD-worthy blueprint for solicitors.
· 19 min
Training and Supervision Requirements for Will Writing Staff: A Regulatory and Best Practice Framework
Meet SRA training and supervision requirements for will writing staff after the thematic review findings. CPD-worthy framework for law firm managers.
· 19 min
Trusts for High-Net-Worth Clients: When to Recommend, When to Refer
Assess when wealth managers should recommend trust structures or refer to specialists, with post-2025 inheritance tax reforms and FCA perimeter analysis.
· 18 min
Vulnerable Client Protection in Estate Planning: FCA Requirements and Ethical Practice
Evaluate how Consumer Duty, Mental Capacity Act, and Equality Act obligations converge for IFAs advising estate planning clients with vulnerability traits.
· 18 min
Will Services ROI: Data-Driven Analysis for Client Base Expansion
Quantify will service integration ROI for IFA practices using FCA and HMRC data. CPD-worthy retention modelling for financial advisers and practice managers.