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SIFA Webinars

Pensions and Divorce - Where the planning world meets the legal world with Neil Macleod, Prudential on April 27th 2022
Pensions and Divorce - Where the planning world meets the legal world with Neil Macleod, Prudential on April 27th 2022 | 01:01:09
End of Year Tax planning Solutions - with a slight twist! Matt Johnson, Octopus Investments
End of Year Tax planning Solutions - with a slight twist! Matt Johnson, Octopus Investments | 52:31
Investing where fiduciaries are in place - Karen Sullivan, Puma Investments on 15th December 2021
Investing where fiduciaries are in place - Karen Sullivan, Puma Investments on 15th December 2021 | 42:05
Help your corporate clients avoid the excepted assets trap with Steve Skelding, Head of Strategic Partnerships at Octopus on October 20th 2021
Help your corporate clients avoid the excepted assets trap with Steve Skelding, Head of Strategic Partnerships at Octopus on October 20th 2021 | 00:35:54
Advice in later life, vulnerability and mental capacity with Billy Brown of TriplePoint on June 22nd 2021
Advice in later life, vulnerability and mental capacity with Billy Brown of TriplePoint on June 22nd 2021 | 46:21
The Trust Registration Service, Technicalities and Practicalities with Graeme Robb, Senior Technical Manager at Prudential on 28th April 2021.
The Trust Registration Service, Technicalities and Practicalities with Graeme Robb, Senior Technical Manager at Prudential on 28th April 2021. | 51:37
Due Diligence On Tax Efficient Investments – Best Practice Under The Microscope – James Ramsay, Md Of Kuber (Start Time 11am)
Due Diligence On Tax Efficient Investments – Best Practice Under The Microscope – James Ramsay, Md Of Kuber (Start Time 11am) | 46:23
What Solicitors Worry About And How To Help Them – Amy Bell, Md Teal Compliance (Start Time 11am)
What Solicitors Worry About And How To Help Them – Amy Bell, Md Teal Compliance (Start Time 11am) | 57:09
The power of collaborating with private client solicitors - with Charlotte Fairhurst of Octopus on December 17th 2020.
The power of collaborating with private client solicitors - with Charlotte Fairhurst of Octopus on December 17th 2020. | 50:14
Positive Progress on Transparency – Lessons to be learned for Solicitors and Financial Advisers with Dave Seager MD SIFA Professional on Wednesday 18th November 2020.
Positive Progress on Transparency – Lessons to be learned for Solicitors and Financial Advisers with Dave Seager MD SIFA Professional on Wednesday 18th November 2020. | 53:32