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 or SIFA Professional when looking at the legal marketplace.
In order to register for any event, you will need to contact your SIFA Professional member to obtain the login code. 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.
Any questions regarding this service, please contact Patrick Seaward, Business Relationship Manager at SIFA on 01372 721172 or at firstname.lastname@example.org.
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:
01 February 2024
SIFA Professional Webinar with John Chew of Canada Life
We are often aware that the use of trusts as part of a client’s financial plan can provide significant benefits to them. However, when it comes to the execution, choosing the right trust or trusts can be a challenge.
For many clients, the thought of locking away their money with some limitations around access to income or capital is a decision they may not be willing to make. This can be frustrating,
and potentially leave the client estate exposed to higher levels of taxation.
This is potentially a situation when a discussion explaining the benefits and working of a Flexible reversionary trust could assist in moving the conversation on and allow the financial
plan to deliver the deserved outcome for the client.
In the session we will explore these points using a case study to compare how Flexible reversionary trust against other key trusts in the market. As part of the session, we will dive
into how they work as well as highlighting the advantage and disadvantages of this type of trust. We will also touch on some of the changes to the way trusts are taxed moving forward into the new tax year.
By the end of this session, delegates will be able to:
- Discuss the positioning of the Flexible Reversionary Trust, compared to other trust solutions.
- Understand the objectives of this solution.
- Comprehend the compliance and set of this solution and how it meets the regulatory requirements.
- Describe the structure and how it works in practice.
- Explain the advantages and disadvantages of this solution.
- Provide clarity on how this solution should be registered on the Trust Registration Service.
01 December 2023
The Changing Pension Landscape – The Opportunities For 2024 And Beyond - Martin Haggart, Aegon
19 October 2023
Business Relief in action with Downing by Nick Priest, Partner at Downing LLP on October 18th 2023
07 August 2023
Business Protection - THE KEY QUESTIONS with Mike Donohoe of Caspian Insurance on 27th July 2023
23 June 2023
Dispelling the Myth of Business Relief with Amrita Manku of TriplePoint on June 21st 2023
06 June 2023
How intergenerational estate planning can increase the value of your business with Julie Greenwood of Octopus on April 24th 2023
06 June 2023
AIM IHT Masterclass - TIME to reconsider investing in AIM? with Henny Dovland of TIME Investments on May 24th 2023.
13 April 2023
SIFA Pro March Meeting - Session 2
13 April 2023
February Pru Webinar
16 December 2022
Meeting The Growing Advice Need Going Forward, Care
24 November 2022
How Business Relief can help you develop professional connections by Victoria Barber of TIME Investments on 16th November 2022
19 October 2022
IHT and The Residential Nil-Rate Band...Simple, right!? by Matt Johnson, Octopus on 18th October 2022