Nucleus Financial Platforms (Nucleus), one of the UK’s leading independent adviser platforms, is pleased to announce that its acquisition of the Curtis Banks Group (Curtis […]
Nucleus acquisition of Curtis Banks, creating £80bn adviser platform group, receives all regulatory approvals Nucleus Financial Platforms (Nucleus), one of the UK’s leading independent adviser […]
We continually strive to deliver an inclusive service for all. Everyone has the right to, and should be treated fairly no matter who they are […]
The introduction of Consumer Duty takes consumer protection within financial services, to the next level. Further enhancing the focus on delivering good customer outcomes through […]
We have today agreed to become part of Curtis Banks, one of the UK’s largest independent SIPP operators, subject to completion and regulatory approval. Read […]
We are pleased to announce that due to our continued growth and need for more space, from Monday 22 July 2019, we will be moving […]
SSAS Failings Back in 2015 we launched a free SSAS review service for you and your clients. This was due to us seeing many SSAS […]
SLA Increase With the start of a new tax year now in sight, the Treasury have now formalised the increase in the Standard Lifetime Allowance […]
The hot topic currently within the SIPP world is ‘non-standard assets’ (NSIs) and more particularly the rise to prominence of the so called ‘toxic’ NSIs […]
In recent times, we have seen further consolidation with larger providers taking over troubled firms, which in many cases may not be seen as an […]
Pension provision for members in Ill Health Should a pension scheme member become permanently unable to carry out their current occupation they may be entitled […]
You may have seen recent media coverage on our continued growth, these financial results are as a result of the working relationship that we have […]
Bill Gates famously said “the first rule of any technology used in a business is that automation applied to an efficient operation will magnify the […]
For some time we have not permitted a first charge security over residential property for Loanbacks from our Small Self Administered Schemes (SSAS). Following initial legal […]
Talbot and Muir highly commended at Retirement Planner Awards 2018 We are delighted to have been highly commended for Best SIPP Service in the Retirement Planner […]
For the last 18 months we have seen a significant increase in enquiries from advisers looking to transfer existing SIPP business to ourselves. The type […]
We constantly review how we work with you to ensure we are continuing to provide the best possible service and support. As part of our […]
Talbot and Muir, the independent self invested personal pension (SIPP) and small self administered scheme (SSAS) specialist is celebrating its 25th anniversary as it sees […]
Have you spoken to your client about the completion of an Expression of Wishes form? We are at the start of a new tax year […]
We are delighted to announce that we have been named on the shortlist for two of the Money Marketing coveted awards: Best Pensions Provider […]
HMRC loses case regarding In-specie Contributions You may have seen recent articles in the financial press detailing the decision of the First Tier Tribunal in […]
HMRC de-authorising of SSASs It has been widely reported of late in the financial press that from 6 April 2018 HMRC will be given new […]
Are you and your client considering putting a commercial property in a SIPP or SSAS? It is important that you consider the full costs of […]
Talbot and Muir continues to see impressive growth and sets its sights on new premises in its 25th year · 14% increase in new SIPP […]
With the 2018 tax year end in sight, can we assist with any end-of-year tax contributions? Over the years, we have seen scope for contributions […]
