Focus 106 – SSAS Takeovers
Recently, there has been a marked increase in the enquiries we are receiving to take over existing SSASs, ranging from single schemes to books of […]
Recently, there has been a marked increase in the enquiries we are receiving to take over existing SSASs, ranging from single schemes to books of […]
Where an initial contribution is paid by cheque (payable to “Talbot & Muir SIPP re Client Initial and Surname”), our cut off date for an […]
HMRC has stepped up the due diligence it is carrying out in respect of registration requests for the establishment of new SSAS. This is in […]
Focus 103 – Important changes to lettings post 01/04/2018 – Minimum Energy Efficiency Standards Regulations (MEES) Whilst this is a new area of law […]
Fixed and Individual protection 2016 From 28th July it has been possible to apply for FP16 and IP16 using the Government Gateway, which requires the […]
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 […]
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 […]
Square pegs…. Mark Twain once said ‘Get your facts first, then you can distort them as you please’. While it would be a gross distortion […]
Paul Lewis discusses capital adequacy in SIPPs in relation to fixed term deposit accounts in his weekly show on Radio 4. He also discusses gift […]
Claire Trott Head of pensions technical at Talbot and Muir When calculating earnings in order to work out the amount of tapering on the annual […]
If a client is looking to make increased contributions into their pension to beat the reduction in annual allowance but they don’t have the cash, […]
The industry is split on the likelihood that the self invested personal pension market will divide into those specialising in higher-risk investments for high-net-worth investors […]
For clients who own their company and have a SSAS, loan backs can provide useful short-term funding for the business. But care has to be […]
Simple Retirement Account now offers access to 14 DFM partners.
Advisers are dealing with some sticky technical issues associated with pensions freedom and choice, writes Claire Trott Read more on Professional Adviser IFAonline
Self-invested pension scheme provider Talbot and Muir has upgraded its website to help advisers cut down on time spent on administration Read more on FTAdviser.com
Ros Altmann has been confirmed as the new pensions minister, having been told by prime minister David Cameron that she would be given a peerage […]
Pensions analyst Michael Johnson has called for an increase in the age at which people can access their tax-free lump sum as part of a […]
Changes to the lifetime allowance – the maximum pensions savings you can build up without a tax charge – come into force on 6 April […]
Following the majority Conservative win, chancellor George Osborne will deliver a second 2015 Budget on 8 July to get the ball rolling on some of […]
Paying taxes in retirement can be complex – and while many retirees welcomed April’s pension freedoms, the new rules have only added to the complication. […]
The Centre for Policy Studies has published a set of suggestions for new Pensions Minister Ros Altmann, which include the rapid increase of the private […]
The commercial property sector is booming. The Telegraph looks at the different ways you can invest through your pension savings Read more on – Telegraph
UFPLS, the new kid on the pensions block, may not be a more efficient way of getting monies out of a pension as a lump […]
Documentation is the key to avoiding compensation claims in the future – as well as client understanding. Comments from Claire Trott Read more on FTAdviser.com