New pensions access regime allows savers to avoid death tax

Incoming pensions tax rules could allow savers to avoid paying a death tax charge on their unused savings, according to experts. Comments from Claire Trott, […]

Providers praise solution to pension freedom tax loophole

Claire Trott, Head of Technical Support talks to FT Adviser about the money purchase annual allowance rules announced in the Governments response to the Flexibility […]

‘Shocking’ findings in Sipps thematic review

Claire Trott, Head of Technical Support discusses the outcome of the regulator’s third thematic review into self invested personal pensions and the consequences in the market. […]

Guide to Income Drawdown post-Budget

Claire Trott, Head of Technical Support talks to FT Adviser about the upcoming changes to drawdown following the 2014 Budget announcements. Read more on FT […]

Divorcing pensions from the lawyers

Claire Trott of Talbot and Muir argues that financial advice should be an integral part of the divorce process. Read more on Your Money.com

PA Debate Result: 75% say retirees will not make informed retirement plans

Claire Trott, Head of Technical Support joins the debate on the new retirement options. Read more on Professional Adviser

Talbot and Muir acquires SSAS admin business

Talbot and Muir has continued its expansion plans with the acquisition of the employees, clients, and assets of the SSAS administration business of Oval Financial Services Limited. Read […]

Oval SSAS book acquired

With immediate effect, we will take over the duties and responsibilities previously assumed by Oval Financial Services. The acquisition adds approximately 200 SSASs to our current portfolio of […]

SSAS Strategies: Create liquidity for successful succession planning

Given a husband and wife’s desire to pass on their printing business to their sons, update its machinery and create liquidity for their retirement, a […]

Choosing a drawdown provider: Your due diligence checklist

Claire Trott, Head of Technical Support writes about choosing a provider for drawdown clients. Read more on Professional Adviser  

Guidance conundrums

Claire Trott, Head of Technical Support talks to FT Adviser about the proposed guidance guarantee announced in the 2014 Budget. Read more on FT Adviser

Beware snag in annuity cooling off periods

Claire Trott, Head of Technical Support discusses cooling off periods on annuities with The Financial Times Read more on FT.com

Pensions savings cap lands retired with £230m tax bill

Claire Trott, Head of Technical Support talks to the Financial Times about the reduction in the lifetime allowance and the implications on those taking benefits […]

SIPP Strategies: Farmers’ son reaps benefits from father’s SIPP holdings

When farmer Simon dies, the Sipp he set up recently allows his son George to inherit in specie his pension savings and a plot of […]

Talbot and Muir sees 20% jump in SSAS business

Nathan Bridgeman, Principle and Sales Director talks about the increase of SSAS cases year on year. Read more on FTAdviser Read more on Financial Planner […]

Sipp Strategies: A lesson in flexibility to finance growing family

A retired teacher can use flexible drawdown to give her daughter and granddaughter financial help if she transfers her private pension and teacher AVCs into a […]

Money Management SSAS Survey

The annual SSAS survey from Money Management with details of Talbot and Muir SSAS product. Read more on FTAdviser

Permitted investment list could stifle innovation

Claire Trott, Head of Technical Support talks to Professional Adviser about the suggestion that a permitted investment list is reintroduced into the SIPP market and […]

SIPPS: Hopes and fears for 2014

Claire Trott, Head of Technical Support talks about the hopes and fears for the SIPP industry in 2014 with other SIPP professionals Read more on […]