SIFA Professional: How financial planning benefits you and your clients

22nd November 2022 at 2:00 pm - Online

The Law Society will host an on-line interactive seminar with three highly qualified independent financial advisers who are members of Associate Partner, SIFA Professional. The speakers on a panel will look at an overview of inheritance tax planning, working with non-professional attorney’s, Trust and key issues that have been resolved. Key topics brought to life through true client case studies and an open forum to ask questions of how an independent financial planner and solicitors can work collaboratively for the benefit of the client.

Illustrating inheritance tax planning options available for solicitors.

Case studies on IIP/IPDI and Discretionary trusts.

Tax issues that have arisen and how they were resolved.

Learning outcomes

  • Gain an understanding of how your clients can benefit from Inheritance tax planning advice using a financial planner
  • Appreciate how an adviser works with non-professional attorney’s when looking at inheritance tax planning
  • Able to identify some key issues raised using case studies on IIP/IPDI and Discretionary Trusts
  • Appreciate how working with an independent financial adviser on Trust cases led to better client outcomes