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Investing in the role - Trustee Investment - Article by Dave Seager, Consulting Adviser to SIFA Professional published in Law Society Private Client Magazine May 23
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"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
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A property sale raises Inheritance Tax questions - article published on Legal Futures by Suzanne Shepherd of Wealth Experts
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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
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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
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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
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To Transparency and beyond ! - published on Legal Futures Blog (15/02/23) by Dave Seager, Consulting Adviser to SIFA Profession
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Are you the best that you can be? - published on Legal Futures Blog (12/01/23) by Dave Seager, Consulting Adviser to SIFA Professional
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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
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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
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The SRA is applying new pressure on CPD – We can help! - Blog published on Modern Lawyer by Dave Seager, Consulting Adviser to SIFA Professional
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Marketing is not a dirty word - published on Legal Futures Blog (13/12/22) by Dave Seager, Consulting Adviser to SIFA Professional
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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
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Who to trust with your Trusts - Article published Legal Futures (02/12/22) by Colin Low of Kingsfleet Wealth
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Have you established a firm-wide third-party referral process? Legal Futures Blog by Dave Seager, Consulting Adviser to SIFA Professional
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The importance of client retention - 5 Top Tips - Modern Lawyer Blog by Dave Seager, Consulting Adviser to SIFA Professional
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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
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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
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'If only I could retire a few years early I would' - David Turner, Gresham Financial Strategies article in Legal Futures
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Rise above the Will-writing regulatory debate - Blog Sept 22nd 2022 Modern Lawyer by Dave Seager, Consulting Adviser to SIFA Professional
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