I have produced a document within document binder and thought of a few improvements.
When adding the data

Document binder - Data Placeholder

• In each client it could be worth adding the option to select their agreed risk profile to insert.
• Within a general option have the ability to select allowances like CGT, IHT, etc.
• Within Global, you can insert the current date, I thought adding the option of the tax year like 2023/2024.
• The full_primary_address adds the location at the end of England etc. Makes more sense to add each list individuall. On this as well the Postcode is added in lower case.