The SIFA webinar programme is aimed at providing a technical or industry presentation that will appeal to both the legal and financial professional.
Any solicitor attending the webcasts and completing the referral notification, will receive their Development Record via their SIFA Professional connection.
The programme of monthly sessions will be delivered either by one of our strategic partner with specialist knowledge in that sector.
In order to receive a Professional Development Record, please make contact with a SIFA Professional member in your location. If you do not have a contact, please visit the SIFA Directory and select a firm, who will be more than happy to assist you. Click here to go to the SIFA Directory.
NEXT WEBINAR
Wednesday March 19th - Aegon - Link will be here shortly.
Any questions regarding this service, please contact Patrick Seaward, Business Relationship Manager at SIFA on 01372 721172 or at pat@sifa.co.uk.
Law Society Special Webinar - Recorded November 22nd 2022
On November 22nd the Law Society hosted an interactive webinar with a panel of SIFA Professional members, Ruth Dolan of Tarvos Wealth, Colin Low of Kingsfleet Wealth and Andrew Elson of Berry & Oak, speaking on key topics including IHT, Trusts and Attorneys on LPA’s. To view the recording, please click on the image below:
20 June 2025
For those taking retirement benefits, many aspects of the plan are likely to change as time goes on, whether that be due to changing legislation, portfolio suitability or personal circumstances. It’s clear that all vehicles, must be considered as part of a decumulation strategy. Whilst many will want a degree of flexibility, consumer understanding of where guarantees might fit and to what extent is an important factor.
In recent years, we have seen significant movement in annuity rates, prompting many to revisit guaranteed income. Add to that the need for personalising any secure income accounting for each person’s own medical and lifestyle situation and the benefits of a guarantee could significantly improve the level of income available.
In this session, we’ll uncover some of the areas where a bit of extra detail can make a big difference, the importance of consumer understanding and the benefits of a blended approach.
13 May 2025
Following on from the Government’s Budget in October 2024, tax changes are driving people to take a much closer look at their financial affairs, especially inheritance tax (IHT) planning. The proposed inclusion
of pension pots in IHT calculations and modifications to agricultural and business relief mean that a significantly larger number of people will be subject to inheritance tax.
The Office of Budget Responsibility estimates that an additional 10,500 estates with inheritable pension wealth will liable paying IHT for the first time in 2027 to 2028.1 As a consequence, clients are feeling
anxious about the legacy they planned to pass onto their beneficiaries. These changes create a financial planning opportunity, but there is also a need to be more creative than previously.
In this webinar, Toyin Oyeneyin, at Octopus Investments, will take a closer look at the changes Chancellor Reeves announced and their impact on estate planning and existing client arrangements. Especially those
who own farms, businesses and have pension assets that were previously free from IHT.
Toyin is a Tax Product Specialist at Octopus Investments and Council Member at The Association of Taxation Technicians. Toyin also heads up Octopus’ Estate Planning Helpdesk, Ask Octopus, and will cover three
key IHT planning topics, based on adviser questions received:
25 March 2025
Given the proposals to extend inheritance tax (IHT) to most pension funds and death benefits, we will compare trusts and family investment companies as possible solutions for IHT and intergenerational planning. We will focus on the tax treatment of these arrangements along with various other important non-tax related factors.
We will also revisit the normal expenditure out of income exemption for clients that want to drawdown their pension to make regular gifts from surplus income. Finally we will look at planning opportunities in relation to preserving the residence nil rate band.
24 January 2025
Synopsis
In this presentation, Andrew Waring, Director of Intermediary at Akoni, will introduce the innovative digital deposit platform designed to simplify the management of deposits across multiple banks. The session aims to provide financial intermediaries, including IFAs and solicitors, with essential insights into the current finance landscape and how Akoni's Cash Savings Platform can enhance their service offerings.
Participants will gain a comprehensive understanding of the platform’s capabilities, including its compliance requirements, oversight and reporting features, and the streamlined sign-up process. The presentation will also highlight the benefits of the platform for both intermediaries and their clients, ensuring they can easily access the best cash rates available in the market.
12 December 2024
Join us for Royal London’s insightful webinar on Company Purchase and Employee Ownership Trust Planning. This session is designed to provide practical guidance on how to effectively plan for company purchases and protection opportunities for employee ownership trusts.
04 December 2024
This webinar will offer an exploration of the potential impact of the Labour Government’s Pensions Review and Pension Schemes Bill on the pensions landscape. We will take a look back at significant Budget announcements that are pertinent to this discussion. We will also include upcoming actions regarding the Advice Guidance Boundary Review and various initiatives from the FCA and finally new advisory opportunities that may emerge from these changes.
29 November 2024
The Consumer Duty is a new regulation that sets higher expectations for the standard of care financial services firms must give to consumers. It aims to ensure that existing best practice around good outcomes for consumers is applied consistently across the whole financial industry.
With the introduction of Consumer Duty, more responsibility is being placed on advisers to put in place robust processes to demonstrate fair price and value to help clients achieve their objectives.
In the context of Inheritance Tax planning, we must also give consideration to the fact that many clients are older and may be considered vulnerable clients.
Our webinar will explore what you should be considering in light of Consumer Duty and how we can support your due diligence processes. We also look to touch on the Autumn Statement and any impacts to Inheritance Tax and estate planning.
30 July 2024
Sam Michie, Business Development Director at MICAP, will be providing a live walk around the MICAP tool and covering the following:
We will outline ‘what good looks like’ and how MICAP can help you get there, including:
30 July 2024
Following publication on 15th March 2024 of its intent to conduct a review into how firms are acting to understand and respond to the needs of customers in vulnerable circumstances, the FCA has in April issued a comprehensive survey on this topic to a range of firms. This is just a starting point for further scheduled activity during 2024 designed to help the regulator understand the detail of what firms are doing to ensure fair outcomes for customers with characteristics of vulnerability.
This webinar, delivered by Robin Melley, Co-founder of the Financial Vulnerability Taskforce (FVT) and a Director at The Consumer Duty Alliance will explore how the FVT and its popular Charter can help firms both identify clients in vulnerable circumstances, as well as understand and meet the additional needs they may have.
05 June 2024
Recent FCA guidance on retirement income advice puts a lot of emphasis on creating a robust plan, showing how to achieve the client’s objectives based on all the information on file. But it’s not just about the hard data - it’s also about knowing the traits of the client, their need for flexibility and various retirement goals. And it doesn’t stop after the initial plan has been implemented.
27 March 2024
This member meeting was designed to appeal across the membership so will include
a regulation and compliance update, a technical session on Business Protection with Aviva, and a Budget overview with Octopus. We were also joined by Guy Tolhurst with a quick update on some changes to MICAP, together with a legal update from Dave Seager.
Pat Seaward provided an update on projects and developments happening within SIFA Professional.
27 March 2024
In this session, Neil Macleod, Technical Manager at M&G Wealth looks at some of the most important
areas to think about for tax year end including capital gains and income tax planning. He will also be looking at how pension contributions can provide valuable tax relief today in addition to security in retirement further down the line.
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