Tag Results
Six steps to help you manage sudden wealth
Wednesday, 20 March 2024For many, the notion of suddenly becoming wealthy is a cherished dream, embodying the freedom to spend without constraint.
Tags: SIFA Professional
Posted in associate news
Why private client solicitors should work with financial planners – and tell their clients
Monday, 26 February 2024Ever since the SRA introduced the transparency rules in 2018, we have encouraged solicitors to not just embrace the regulations and the thinking behind them, but to go far beyond.
Tags: SIFA Professional
Posted in Blog
10 questions to prompt New Year’s resolutions for law firms
Monday, 15 January 2024Consumers seeking advice are not always aware whether their problem is exclusively a legal one or might also need the input of an accountant or, indeed, a financial planner.
Tags: SIFA Professional
Posted in Blog
Buyers beware
Friday, 8 December 2023Some 12 years on from its first published research, the Society of Trust & Estate Practitioners has published a new report: Wills and Trusts – Buyers Beware.
Tags: SIFA Professional
Posted in Blog
Reflection and Competency – What do you mean you don’t have any records?
Monday, 4 December 2023A quick show of hands for who went to the COLP COFA Conference last month in Birmingham – I was not able to attend either, but as I had registered, I was able to view the sessions of interest online a week later.
Tags: SIFA Professional
Posted in associate news
10 clients in need of financial advice and how to identify them
Wednesday, 8 November 2023Ensuring you always act with integrity and in your clients best interests of course governs how you work. Being able to identify which clients require complementary financial planning and at what stage of the legal process is therefore essential.
Tags: SIFA Professional
Posted in associate news
The reputational risk of not making a referral
Monday, 6 November 2023Posted by Dave Seager, consulting adviser to Legal Futures Associate SIFA Professional It would not be contentious to suggest that solicitors, both as individuals and as firms, are naturally risk averse. Perhaps this is understandable from a profession that is dealing with the… Read More
Tags: SIFA Professional
Posted in Blog
An integrated approach to retirement planning and family wealth preservation – Real life case study
Wednesday, 18 October 2023In the evolving landscape of financial planning, with pension freedoms for retirement benefits and increasing life expectancy, integrating retirement and wealth preservation together is of paramount importance.
Tags: SIFA Professional
Posted in associate news
LPAs – are you working with the right financial planning partner?
Thursday, 12 October 2023If you are not receiving constant referrals from your financial planning partners, then are you not working with the right partners. Or are they perhaps not true financial planners at all?
Tags: SIFA Professional
Posted in Blog
The importance of robust vulnerable client policies
Tuesday, 19 September 2023Vulnerable client policies have been a requirement for FCA regulated firms for a while now and the regulator has made it a key theme in recent years.
Tags: SIFA Professional
Posted in associate news
Blog
The FCA is trying to get to grips with motor finance mis-selling
The FCA will be urging the Supreme Court to move as quickly as possible in relation to a key ruling on motor finance. The regulator is taking an active approach to this important issue.
Embracing AI: The future of law firms
AI is set to fundamentally change how law firms operate, bringing about new efficiencies, enhancing strategic insights, and ultimately transforming the way legal services are delivered.
CMA guidance on unregulated legal services must be applauded but…
There is little doubt that, with a staggering 3,800 unregulated providers of such legal services, the recent CMA action and guidance was required.
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