For the last 12 years our Director Dave Robinson has produced a guide to how the investment, pensions, and insurance contracts developed by the UK financial services sector complement more traditional estate planning and inheritance tax mitigation strategies and assist lawyers and accountants provide more holistic planning strategies to their clients.
For the last 12 years the Guide has been published by SIFA www.sifa.co.uk which provides regulatory, technical, and business development support to lawyers, accountants, and financial advisers.
We are pleased to announce that the recently updated 2017 edition, which has been re-written by Dave and one of our colleagues Anne Hills, is now available.
We have a limited supply of copies which are available for distribution on a first come first served basis.
Copies are also available from SIFA.