Investing in the role - Trustee Investment - Article by Dave Seager, Consulting Adviser to SIFA Professional published in Law Society Private Client Magazine May 23
Updated 25/05/2023 Download
"I would much rather give £160,000 to my children than HMRC" – IHT article published on Legal Futures by Mark Cardy of Benchmark Financial Planning
Updated 05/05/2023 Download
A property sale raises Inheritance Tax questions - article published on Legal Futures by Suzanne Shepherd of Wealth Experts
Updated 19/04/2023 Download
The IHT threshold freeze increases the need for collaborative advice - published on Legal Futures Blog (13/04/23) by Dave Seager, Consulting Adviser to SIFA Profession
Updated 18/04/2023 Download
Your financial planning partner should double up as a CPD partner -published on Legal Futures Blog (20/03/23) by Dave Seager, Consulting Adviser to SIFA Profession
Updated 20/03/2023 Download
Vulnerable client? How working collaboratively gave 'peace of mind' planning to an IHT problem - article published on Legal Futures by Mark Cardy of Benchmark Financial Planning
Updated 03/03/2023 Download
To Transparency and beyond ! - published on Legal Futures Blog (15/02/23) by Dave Seager, Consulting Adviser to SIFA Profession
Updated 22/02/2023 Download
Are you the best that you can be? - published on Legal Futures Blog (12/01/23) by Dave Seager, Consulting Adviser to SIFA Professional
Updated 08/02/2023 Download
Bah Humbug! Are you a 'Scrooge' when it comes to thinking about working collaboratively? - Article published on Legal Futures by Pat Seaward, Business Relationship Manager, SIFA Professional
Updated 15/12/2022 Download
Don't miss these opportunities to enhance your client's experience, when taking Will instructions - article published on Legal Futures by Ruth Dolan of Tarvos Wealth
Updated 14/12/2022 Download
The SRA is applying new pressure on CPD – We can help! - Blog published on Modern Lawyer by Dave Seager, Consulting Adviser to SIFA Professional
Updated 14/12/2022 Download
Marketing is not a dirty word - published on Legal Futures Blog (13/12/22) by Dave Seager, Consulting Adviser to SIFA Professional
Updated 14/12/2022 Download
Dividing Matrimonial Assets and how Cash Flow Modelling can help you - Article published on Legal Futures (05/12/22) by Gary O'Brien of Ardent
Updated 05/12/2022 Download
Who to trust with your Trusts - Article published Legal Futures (02/12/22) by Colin Low of Kingsfleet Wealth
Updated 05/12/2022 Download
Have you established a firm-wide third-party referral process? Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 22/11/2022 Download
The importance of client retention - 5 Top Tips - Modern Lawyer Blog by Dave Seager, Consulting Adviser to SIFA Professional
Updated 03/11/2022 Download
How would you help your client who is facing a potential IHT bill of over £500k? Case study article published in Legal Futures website today by Josh Richardson of Informed FP
Updated 22/11/2022 Download
This is not a drill – it really is time to embrace the transparency rules - Blog by Dave Seager, Consulting Adviser to SIFA Professional in Legal Futures
Updated 20/10/2022 Download
'If only I could retire a few years early I would' - David Turner, Gresham Financial Strategies article in Legal Futures
Updated 20/10/2022 Download
Rise above the Will-writing regulatory debate - Blog Sept 22nd 2022 Modern Lawyer by Dave Seager, Consulting Adviser to SIFA Professional
Updated 20/10/2022 Download