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Increasingly, consumers in need of legal advice or a service will begin their research online, so a solicitor’s website must embrace not only the reasoning behind transparency but also go much further.

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 compliant relationships with solicitors.

I 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’.

With 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.

We 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.