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 […]
Press and Media
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. […]
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 […]
City Asset Management partners with Talbot and Muir to launch SIPP Annual fee 0.9%.
City Asset Management has partnered with Talbot and Muir to launch a discretionary fund managed self-invested personal pension (SIPP) product. www.professionaladviser.com/professional-adviser/news/3066915/city-asset-management-partners-with-talbot-and-muir-to-launch-sipp
Talbot and Muir launches DFM SIPP
www.ftadviser.com/personal-pension/2018/11/23/talbot-and-muir-launches-dfm-sipp/ Investment manager City Asset Management has teamed up with provider Talbot and Muir to create a discretionary fund management (DFM) self-invested personal pension (Sipp). […]
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 […]
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 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 […]
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 […]
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 […]
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 […]