For the seventh consecutive year, GSFM is proud to be the sponsor of the Ethics Series, providing advisers with high-quality, free ethics CPD.
Estate planning sits at the intersection of finance, law and family. For advisers, it brings unique ethical challenges: how to respect the wishes of a client while also acknowledging the influence of family dynamics and upholding professional duty? This article explores these ethical challenges and how the principles that underpin ethical conduct intersect with estate planning.
Read the article and complete the CPD quiz for 0.5 CPD in Professionalism & Ethics
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