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SIFA handbooks

To assist solicitors to appreciate the relevance of financial services to their own work, SIFA produces a range of high quality handbooks, typically between 60 and 100 pages in length, which address the main areas of cross-over between legal and financial advice:


  • Financial Solutions for Estate Planning a comprehensive review of current estate planning products, accompanied by Counsel’s opinions


  • Trustinvest, the handbook of trustee investment, covering the different types of trust, the Trustee Act 2000, the tax treatment of different trusts and the implications for trust investment


  • Financial Planning for Matrimonial Clients this handbook aims to provide a useful overview for fiancial advisers of divorce proceedure and in particular the financial implications of divorce.


Law firms are entitled to receive ONE copy of any one of the above handbooks FREE OF CHARGE. To apply for your copy, click here

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