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 […]
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 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 […]
Talbot and Muir highly commended at Retirement Planner Awards 2018
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 […]
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 […]
Talbot and Muir celebrates its 25th anniversary as assets exceed £2.5bn
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 […]
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 […]
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 […]
Talbot and Muir continues to see impressive growth and sets its sights on new premises in its 25th year.
Talbot and Muir continues to see impressive growth and sets its sights on new premises in its 25th year · 14% increase in new SIPP […]
SSAS remains buoyant, but be careful who you partner with warns Talbot and Muir
Talbot and Muir, the independent small self administered scheme (SSAS) and self invested personal pension (SIPP) specialist, has highlighted the dangers of SSAS administrators changing […]
Acquisition of Attivo SIPP and SSAS admin
Talbot and Muir will take over the duties and responsibilities relating to SIPP and SSAS administration previously assumed by Attivo Financial Services Limited, at the […]
Talbot and Muir launch new SIPP product
The Talbot and Muir SIPP will replace the existing product range that includes Elite Retirement Account (ERA) and Simple Retirement Account (SRA), will have no […]
Best SIPP offering award
We have been recognised as providing the Best Sipp Offering – Commercial Property at the second annual Money Observer Pension Awards 2015. Talbot and Muir came […]
James Cannon joins Talbot and Muir
Talbot and Muir has appointed James Cannon as Business Development Consultant for the North West region. He joins from Xafinity and will report directly to […]
Mount Sterling Wealth launch SIPP
Mount Sterling Wealth (MSW), the independent financial advisers, have launched their own white labelled full self invested personal pension (SIPP) through Talbot and Muir. MSW is one […]
Talbot and Muir fund raising for Barnado’s
Talbot and Muir are sponsoring the tournament and providing a trophy for the winners. The tournament will take place at a local sports centre near their […]
Simple Retirement Account Doubles DFM Access
Simple Retirement Account now offers access to 14 DFM partners.
Online enhancements announced at Talbot and Muir
Talbot and Muir has unveiled a suite of website upgrades to aid advisers and to take account of the new pension changes. These include a […]
Talbot and Muir launch new interactive website
Created with the user experience firmly in mind, the website has been designed using the latest technology so the site is compatible with today’s browsers […]
Advisers concerned about continued pension tinkering
The raft of changes due to come into effect on 6th April 2015 and the temporary relaxation of some current rules are causing advisers to second guess […]
SSAS administration business from Oval Financial Services Ltd acquired
Talbot & Muir, the independent Self Invested Personal Pension (SIPP) and Small Self Administered Scheme (SSAS) specialist, has continued its expansion plans with the acquisition of the […]