Press and Media

Power or Attorney and its complexities

A lasting power of attorney (LPA) is a legal document that lets your client appoint one or more people, known as ‘attorneys’ to help them […]

Adviser Update – Exciting News

We wanted to let you know the exciting news that we have agreed to become part of the Curtis Banks Group, subject to completion and […]

We have today agreed to become part of Curtis Banks

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 […]

Our continued support to you…

To say that we live in uncertain times, seems a bit of an understatement at the moment.  But one thing can be certain of, is […]

Pension Fund Property Insurance – Q&A

Pension Fund Property Owners’ insurance should be seen as a personal and intimate form of insurance, compared to other types of general insurance as it […]

SSAS Loanback Q&A

Download PDF –  SSAS Loanback Q&A  Small self-administered scheme (SSAS) queries have continued to rise over the course of the past month, particularly in relation […]

Focus 129 – 6 Key Property Questions

In our experience, financial advisers and their clients occasionally have concerns about putting a commercial property into their pension scheme. Below we have listed some […]

Talbot and Muir’s Statement Following Government Coronavirus Advice

COVID-19 (Coronavirus) Please visit www.talbotmuir.co.uk/covid19    

Focus 128 SSAS Loanback – Case Study

Download PDF SSAS Loanback case study Background John and Jane run a successful limited company and are looking to secure finance in order to further […]

Focus 127 – SSAS and SIPP Property Insurance

Download PDF – 10 Reasons Why to Join Talbot and Muir’s Insurance Scheme SSAS and SIPP Property Insurance We are pleased to announce that with […]

Focus 126 – SIPP property purchase case study

SIPP property purchase case study Jan 2020 SIPP Property purchase case study Funding the purchase Contributions (personal/employer and can utilise carry forward if available) Transfers […]

Sipp provider looks to IFA firm for pensions buy

              Sipp provider Talbot and Muir has acquired The Pensions Partnership Limited, the pensions administration business run by advice firm […]

Talbot and Muir buys adviser’s Sipp book

Talbot and Muir has acquired the self-invested personal pension and small self-administered scheme business The Pensions Partnership from Group IFA.  The acquisition will add 380 […]

Talbot and Muir acquires pension business from financial advice firm

SIPP and SSAS provider Talbot and Muir has acquired Leeds-based SIPP and SSAS administration business The Pensions Partnership from adviser firm Group IFA for an […]

Acquisition of the Pension Partnership Limited

We are delighted to announce that on the 29th November we acquired The Pensions Partnership Limited a Leeds based SIPP and SSAS administration business.  This […]

Guide to setting up a SSAS

Guide to setting up a SSAS: In this article Paul Darvill Administration and Technical Director looks at the structure and use of a SSAS and […]

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 […]

Pension freedoms have rejuvenated SSAS as a structure to facilitate the passing of wealth down through generations

Many clients have started looking on their pension pots as a long-term IHT Planning tool, enabling assets to cascade down the generations: Professional Paraplanner 29 […]

Double the space for financial services group Talbot and Muir as it opens new Nottingham headquarters

The firm has had an increase in demand Financial services firm Talbot and Muir has doubled its footprint in Nottingham after taking on a new […]

Talbot and Muir sees SSAS sales rise 58%

Talbot and Muir has announced a 58 per cent increase in new business for small self-administered schemes (Ssas). According to the company’s half year results […]

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 […]

Energy efficiency: The impact on SIPP and SSAS Clients

Paul Darvill explains how ‘Energy Performance Certificate’ regulations could affect a popular pension scheme investment. There are some major changes being implemented by the Department […]

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 […]

Graham Muir: Non-standard assets and the impact on SIPP due diligence

“It has been a rocky year in the SIPP world, with providers landing in hot water for their exposure to “toxic” assets”, writes Graham Muir. […]