Tax Year End Contribution Guidance – 2023

3 Mar 2023

Tax Year End Contributions 2023 – Download PDF New Business Guidance Notes – Tax Year End – 2023 This document is for use by professional […]

Talbot and Muir SIPP and SSAS Comparison Table

30 Dec 2020

Download SIPP and SSAS Comparison Table PDF The  SIPP and SSAS Comparison table provides a comparison of the features of the Talbot & Muir SIPP […]

SIPP property purchase case study

10 Jan 2020

Overview The below guide offers an example and some guidance as to the benefits of purchasing a commercial property via a pension scheme, and further […]

Pension provision for members in Ill Health

7 Nov 2018

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 […]

SIPP and SSAS death benefits

1 Oct 2018

Download PDF Overview When a pension scheme member dies, HMRC guidance explains how the remaining pension benefits can be paid out. Here we focus on […]

Guidance on Legal Entity Identifiers (LEI)

22 Aug 2017

Download PDF The purpose of this guidance is to help you determine whether new rules relating to legal entities and legal entity identifiers are relevant […]

Syndicated property purchase guide

6 Jul 2017

Download PDF SIPPs and other registered pension schemes can purchase certain types of real estate, either from the scheme member or their employer, or from […]

Guide to Death Benefits

19 Sep 2016

Download PDF When a member of a registered pension scheme dies HM Revenue & Customs rules prescribe the ways in which it is possible to […]

Reduction in lifetime allowance – client guide

23 Feb 2016

Download PDF The information in this document is based on our interpretation of the relevant HM Revenue & Customs (HMRC) guidelines, which are subject to […]

What is a SSAS?

20 Oct 2015

Download PDF A small self administered scheme (SSAS) is a pension set up by an employer for a small number of employees, up to 11 […]

Retirement Benefit Options Guide

2 Apr 2015

Download PDF From 6th April 2015 the Finance Act 2014 brings into force sweeping changes to pension retirement options and death benefits for those in […]

The role of Pension Scheme Adminstrator

1 Sep 2014

Download PDF The Finance Act 2004 requires every pension scheme to have a scheme administrator. The scheme administrator must: Be appointed under the scheme rules; […]

Guide to SIPPs

7 Apr 2014

All you need to know about SIPPs, contribution limits, lifetime allowance and death benefits Download as PDF

Annual allowance and carry forward guide

1 Jun 2013

Download PDF version The Annual Allowance The annual allowance for pension contributions was introduced on 6th April 2006, and was increased gradually from £215,000 up […]

Property purchase guide

5 Apr 2013

Download as PDF Investment regulated pension schemes (such as SIPPs and SSASs) can purchase certain types of real estate, either from the scheme member or […]

SSAS Loanbacks

1 Apr 2013

Download PDF Under most circumstances loans from registered pension schemes to the scheme member or any party connected to them (as defined under section 839 […]