Tag Results
IHT planning masterclass: Trusts vs family investment companies
Thursday, 6 March 2025Are you keen to expand your knowledge beyond legal issues? We offer solicitors free access to our monthly webinars, where industry experts explore a range of topics related to financial services.
Tags: SIFA Professional
Posted in associate news
The spectrum of vulnerability
Tuesday, 25 February 2025Identifying and supporting clients who are vulnerable or in vulnerable circumstances is exceptionally important and for some time been a clear focus of the FCA and SRA.
Tags: SIFA Professional
Posted in Blog
What is a cash management platform and why should you consider this as an option for your clients’ cash?
Monday, 20 January 2025We would like to introduce you to the Cash Savings Platform from Akoni. If you haven’t explored this kind of service before, now is the perfect time to join us and discover the potential benefits this service could offer you.
Tags: SIFA Professional
Posted in associate news
Should conveyancers worry about their clients’ retirement?
Monday, 20 January 2025More and more clients you capably assist will perhaps inadvertently, in their keenness to buy their first new home, be jeopardising their retirements.
Tags: SIFA Professional
Posted in Blog
The COLP and management 12 days of Christmas checklist
Friday, 13 December 2024Leading up to Christmas this year, it might be a quieter time to reflect on trends, issues and regulation, and how they might impact your firm.
Tags: SIFA Professional
Posted in Blog
Broaden your knowledge beyond legal topics by participating in our free Continuing Professional Development webinars
Friday, 6 December 2024Are you interested in expanding your knowledge beyond legal issues? We offer solicitors free access to our monthly webinars, where industry experts cover a range of topics on financial services.
Tags: SIFA Professional
Posted in associate news
CMA guidance on unregulated legal services must be applauded but…
Tuesday, 26 November 2024There is little doubt that, with a staggering 3,800 unregulated providers of such legal services, the recent CMA action and guidance was required.
Tags: SIFA Professional
Posted in Blog
Ten questions to ask a potential financial planning partner
Monday, 28 October 2024The Solicitors Regulation Authority’s codes of conduct are clear how crucial proper due diligence is when assessing third-party partners.
Tags: SIFA Professional
Posted in Blog
Continuing competence still in the SRA’s headlights
Monday, 7 October 2024The SRA’s second annual assessment of continuing competence leaves lawyers and COLPs in little doubt that the regulatory spotlight is still firmly on whether skills and knowledge are being maintained.
Tags: SIFA Professional
Posted in Blog
Does your integrity extend far enough?
Monday, 8 July 2024Simply telling a client they need to seek financial advice or offering them the business cards of three financial planners you know is NOT a referral.
Tags: SIFA Professional
Posted in Blog
Blog
AI and data-driven approaches to content marketing for law firms
The legal sector is experiencing a rapid technological shift, with artificial intelligence transforming not just legal practice but also how firms market their services.
Congratulations on your engagement: improving social media performance
Like most marketers I know, I have a love-hate relationship with social media. Love it when it works, hate it when it doesn’t. And it’s a tough nut to crack.
The rise of consultant lawyers and the future of legal services
Projections suggest that by 2026, one in three UK lawyers could work independently as a consultant lawyer. But what does this shift mean for both firms and lawyers?
