Financial advisers and solicitors working together
Presented by Ian Muirhead, director & chairman at Solicitors for Impartial Advice (SIFA)
Listen to Ian's expert insight and experiences of how financial advisers and solicitors can work together to deliver mutual benefit and enhanced client outcomes.
Financial advisers and accountants working together
Presented by John Gaskell, manager, financial planning and advice, Financial Services Faculty, ICAEW
Listen to John's expert insight and experiences of how financial advisers and accountants can work together to deliver mutual benefit and enhanced client outcomes.
Financial advisers, solicitors and accountants working together – live Q&A
Presented by Colin Thomas, business consultancy manager
Colin will be joined live by a chartered financial planner, a solicitor and a chartered accountant who have an existing professional relationship. Listen as they discuss their own experiences of working together and share their thoughts around best practice when it comes to delivering mutual benefit and enhanced client outcomes.
Jane's case study
Presented by Clare Moffat, technical manager
Through the use of a case study, we'll look at professional relationships working together on:
- the impact of divorce on financial planning, including how pensions can be split and sharing DB pensions
- pension contributions by others to mitigate tax traps
- trustee responsibilities