Tag Results
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
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
Blog
Breaking down barriers between fee-earners and finance teams
Many law firms grapple with a divide between fee-earners and finance teams, which can create friction that risks undermining regulatory requirements, profitability and client service.
Agentic AI and the importance of knowledge management for law firms
AI is the go-to capability to drive higher productivity for organisations. Those that are not yet implementing it may find themselves being left behind in the race for both talent and clients.
Will you embrace AI or risk being left behind?
The UK legal sector is an established and traditional institution. Whilst now it may not be fully embracing AI, its presence can now not be ignored by the profession.
