Focus 125 – Wake Up Packs

As part of the FCA’s Retirement Outcomes Review initiative to improve consumer engagement with their retirement decisions, pension providers will be increasing the frequency and […]

We are moving….

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 […]

Focus 124 – Free SSAS Review

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 […]

Focus 123 – HMRC Guidance and LTA Change

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 […]

Focus 122 – Non Standard Investments (NSIs) – Questions that should be asked of SIPP providers

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 […]

Focus 121 – The Cost of Delay

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 […]

Focus 120 – Pension provision for members in Ill Health

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 […]

Focus 119 – SIPP and SSAS Death Benefits

The options available on the death of a member of a SIPP or money purchase SSAS depend on a number of factors, and careful planning […]

Financial strength couldn’t be more important.

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 […]

Focus 118 – Polarisation of SIPP Market

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 […]

Focus 117 – Loanback Securities (Residential Property)

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 […]

FOCUS 116 – BULK TRANSFERS

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 […]

Focus 115 – Website Enhancements

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 […]

Focus 114 – Expression of Wishes

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 […]

The Money Marketing Awards 2018 Shortlist

  We are delighted to announce that we have been named on the shortlist for two of the Money Marketing coveted awards: Best Pensions Provider […]

Focus 113 – In-specie Contributions

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

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 […]

Focus 112 – Affordability of Property in SIPP and SSAS

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 […]

Focus 111 – Tax Year End 2018

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 […]

Money Marketing Awards

We are delighted to be nominated in this year’s Money Marketing Awards as Pension Provider 2018 and Company Of The Year.  These awards recognise, reward […]

Provider sounds SSAS maladministration warning to advisers

Advisers must be fully aware who administers small self-administered schemes they advise on or risk potential problems further down the line, Talbot & Muir has […]

Focus 110 – Strength in numbers

For some years now we have operated under the ‘Talbot and Muir’ trading style but have maintained two distinct businesses, Talbot & Muir SIPP LLP […]

Graham Muir: Have you got a Klinsmann in your client bank?

Graham Muir looks at the lessons financial services can learn from professional football when it comes to insistent clients looking to take a dive… www.retirement-planner.co.uk/231350/graham-muir-have-you-got-a-klinsmann-in-your-client-bank

Focus 109 – Spiralling SSAS Fees

Over the last few days we have had a number of enquiries about potential SSAS takeovers, driven by the fact that existing SSAS providers have […]

Focus 108 – The Talbot and Muir SIPP

In accordance with our published Schedule of Fees and Services, on 1st June each year the SIPP annual administration fee and Property SIPP annual administration […]