Tag Results
Bah Humbug! Are you a ‘Scrooge’ when it comes to thinking about working collaboratively?
Thursday, 15 December 2022SIFA was originally founded in 1992 as Solicitors for Independent Financial Advice and in 2009 launched SIFA Professional, which has offered support and consultancy to quality financial advisory businesses looking to build professional compliant relationships with solicitors.
Tags: SIFA Professional
Posted in associate news
Don’t miss these opportunities to enhance your client’s experience, when taking Will instructions
Wednesday, 14 December 2022To act in your client’s best interest is at the heart of what you do. I totally understand and here I am just laying out a few areas to be mindful of when taking a clients will instruction.
Tags: SIFA Professional
Posted in associate news
Marketing is not a dirty word
Tuesday, 13 December 2022I have often felt that solicitors deem ‘marketing’ somewhat of a dirty word. A word perhaps considered by the profession to be more linked to the other mistrusted expression, ‘salesy’.
Tags: SIFA Professional
Posted in Blog
Dividing Matrimonial Assets and how Cash Flow Modelling can help you
Monday, 5 December 2022On the 15 November, Berwins Solicitors and Dere Street Barristers co-hosted the Northern Family Law Conference in York. It was an excellent, well attended event, and at its heart was Alternative Dispute Resolution.
Tags: SIFA Professional
Posted in associate news
Who to trust with your Trusts?
Friday, 2 December 2022With Trusts being so varied in their structure, it is critical that the Financial Professional not only considers the investment return but also understands the tax issues that will arise when different investment structures are recommended.
Tags: SIFA Professional
Posted in associate news
Have you established a firm-wide third-party referral process?
Monday, 7 November 2022Many of the financial planning firms we work with have assisted the COLPs of the firms they work with to look at what is important in a selected partner.
Tags: SIFA Professional
Posted in Blog
How would you help your client who is facing a potential IHT bill of over £500k?
Tuesday, 25 October 2022We are helping increasing numbers of clients mitigate their Inheritance Tax (IHT) liability. With minimal legislative changes over recent decades, more people now accidentally fall into the bracket.
Tags: SIFA Professional
Posted in associate news
This is not a drill – it really is time to embrace the transparency rules
Wednesday, 12 October 2022We are close to four years on from the Solicitors Regulation Authority’s introduction of rules on transparency and it has announced it will be checking all firms’ websites in 2022.
Tags: SIFA Professional
Posted in Blog
Pension Case Study – ‘If only I could retire a few years early I would’
Friday, 7 October 2022The following case highlights a problem some clients feel do not have a solution, so I am keen to share with you how a solution can be achieved resulting in a satisfied client. Whilst this client did not come from a solicitor referral, it could easily have done so.
Tags: SIFA Professional
Posted in associate news
SIFA Professional
Saturday, 1 October 2022SIFA Professional – Joined-up Legal + Financial SIFA was originally founded in 1992 as Solicitors for Independent Financial Advice and in 2009 launched SIFA Professional, which has offered support and consultancy to quality financial advisory businesses looking to build professional… Read More
Tags: SIFA Professional
Posted in Financial Services, Services Directory