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 fullprimaryaddress 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.
