SIFA Workshop 13th April 2010
Opportunities and Challenges from the Legal Services Act

Fully Accredited for CPD ref: AZW/SIFA
Hilton Maidstone
9.00am coffee & registration
Presentations 9.30am to 11.30am
Brunch will then be served

Many solicitors have been shocked by the predictions of a 30% reduction in the number of law firms as a result of the competition which the Legal Services Act will unleash on the commodity end of the legal market. However, for the more enterprising firms the Act offers considerable opportunity to diversify their practices and offer a more comprehensive client service.   This workshop will consider the role which financial advice can play in complementing and enhancing solicitors’ legal advice.

Topics & speakers will be:

The fee for the workshop is £50. To book your place please Contact Us or telphone 01233 813313.

Ian Muirhead

is managing director of SIFA http://www.sifa.co.uk/

Tish Hannifan

is a barrister, freelance lecturer and consultant with the professional training company Legal Support Services (S.E) Ltd. She lectures extensively on all aspects of advising the older client to solicitors, accountants and financial advisers throughout the United Kingdom.

She is founder, member and board director of Solicitors for the Elderly and Chair of the Kent branch of the Society of Trust and Estate Practitioners (S.T.E.P). Tish is also actively involved in working with the financial services sector to ensure best practice in advising the older client. She is a director of SVARfair, a financial services consultancy company specialising in the older client market.

In 2008 SVARfair worked in collaboration with the Financial Services Skills Council to launch the Later Life Adviser Accreditation. Tish is joint chair of the Society of Later life Advisers (SOLLA),  launched in 2009 to support and promote Later Life Advisers and the provision of specialist advice to those at and in retirement. Tish is the author of ‘Equity Release Made Easy’ published by Age Concern.

www.legalsupportservices.co.uk

Seminar Outline Bullet Points:

• Government Policy: an overview  of how this might affect care provision for clients
• Entitlement and access to NHS Continuing Care
• Care home contracts: What to look for
• Local Authority  Care Provision and Funding
• Deliberate Deprivation: The Family Home      
• The use of Trusts and Asset Protection
• Analysis of the 2009 Law Society Practice Notes on Gifting of Assets  

Simon Webster

is MD at Facts & Figures. Simon has been a financial adviser for 30 years. Former chief executive of Berry Birch & Noble and Berkeley Independent Advisers, Simon has developed business systems for IFA firms both large and small.

He works with a wide range of personal, corporate & trustee clients.