Talbot and Muir

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The information provided in these documents is based on our interpretation of current legislation and HM Revenue & Customs practice. Every care is taken to ensure that the information is correct. Talbot & Muir is not authorised to provide financial or tax advice and you should seek independent advice on all such matters. Legislation and HM Revenue and Customs practice are subject to change in the future.

 

 

SSAS

• SSAS Brochure
• SSAS Guide
• SSAS Reasons Why
• SSAS Fee Schedule
• SSAS Property Administration & Risk Warning Notice
• SSAS Property Questionnaire
• SSAS Environmental Screening Questionnaire

 

ERA

• General
  • ERA Brochure
  • SIPP Guide
  • ERA Reasons Why
  • ERA Fee Schedule
  • ERA Master Trust Deed
  • ERA Contribution Checklist
  • ERA Benefit Payment Request Form
  • ERA Asset Purchase Instruction Form
  • ERA Additional Transfer Questionnaire

• Set Up
  • ERA Application Form
  • ERA Key Features
  • ERA Member Agreement
  • ERA Supplemental Deed
  • ERA Cater Allen Application Form
  • ERA Expression of Wishes
  • ERA Checklist

• Property 
  • ERA Property Administration & Risk Warning Notice
  • ERA Property Questionnaire
  • ERA Environmental Screening Questionnaire

 

FRA

• General 
  • FRA Brochure
  • SIPP Guide
  • FRA Reasons Why
  • FRA Fee Schedule
  • FRA Additional Transfer Questionnaire
  • FRA Benefit Payment Request Form

• Set Up 
  • FRA Application Form
  • FRA Key Features
  • FRA Member Agreement
  • FRA Trust Deed & Rules
  • FRA Cater Allen Application Form
  • FRA Expression of Wishes
  • FRA Checklist

• Property 
  • FRA Property Administration & Risk Warning Notice
  • FRA Property Questionnaire
  • FRA Environmental Screening Questionnaire