Tag Results
There are 17 million wills waiting to be written
Tuesday, 2 December 2025The main reason cited by people who do not have a will was a lack of awareness as to how to arrange one. As a professional community, we seem to be failing to get our message across.
Tags: SIFA Professional
Posted in Blog
The four key areas of vulnerability
Friday, 31 October 2025Both financial and legal regulators are, and have been for some time now, keenly focused on client vulnerability or clients in vulnerable circumstances.
Tags: SIFA Professional
Posted in Blog
The government set to target IHT to plug the budget deficit gap
Wednesday, 1 October 2025The most obvious target for the government to raise money with the Budget is the inheritance tax regime, which will obviously impact your estate planning clients now and in the future.
Tags: SIFA Professional
Posted in Blog
Making wishes a reality for your client’s estate planning
Tuesday, 9 September 2025Pensions have always sat outside normal client estate planning. Even when you establish wills for your clients, they will not cover their pension – so they must complete an expression of wish form.
Tags: SIFA Professional
Posted in Blog
Price over local reputation – surely not!
Friday, 18 July 2025There seems to be a suggestion that consumers might shop around away from their own location because there are significant price variations from region to region. But will they?
Tags: SIFA Professional
Posted in Blog
Wills are changing but do your financial partners know?
Monday, 23 June 2025The Law Commission reforms to wills make this an excellent time to reflect, not only on how they will affect your own clients and processes but also those of your financial planner partners.
Tags: SIFA Professional
Posted in Blog
Divorce clients deserve and need a more holistic approach
Friday, 30 May 2025It would be no surprise that SIFA Professional advocates a more joined-up approach to areas of legal advice where there is a financial overlap or financial implications.
Tags: SIFA Professional
Posted in Blog
Ten top tips for turning transparency into positivity and new clients
Monday, 28 April 2025New SRA guidance on transparency issued last autumn – thinly disguised as continued support for COLPs, firms and individuals – was without doubt also borne out of regulatory frustration.
Tags: SIFA Professional
Posted in Blog
How is your firm’s ‘written continuing competence policy’?
Monday, 7 April 2025The findings in the SRA’s recent thematic review of probate services were quite alarming to the regulator when it came to continued competence.
Tags: SIFA Professional
Posted in Blog
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
Blog
Change in regulator shouldn’t make AML less of a priority
While SRA fines for AML have been climbing, many in the profession aren’t confident they will get any relief from the FCA, a body used to dealing with a highly regulated industry.
There are 17 million wills waiting to be written
The main reason cited by people who do not have a will was a lack of awareness as to how to arrange one. As a professional community, we seem to be failing to get our message across.
The case for a single legal services regulator: why the current system is failing
From catastrophic firm collapses to endemic compliance failures, the evidence is mounting that the current multi-regulator model is fundamentally broken.
