Press and Media

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 […]

Focus 111 – Tax Year End 2018

With the 2018 tax year end in sight, can we assist with any end-of-year tax contributions? Over the years, we have seen scope for contributions […]

Money Marketing Awards

We are delighted to be nominated in this year’s Money Marketing Awards as Pension Provider 2018 and Company Of The Year.  These awards recognise, reward […]

Provider sounds SSAS maladministration warning to advisers

Advisers must be fully aware who administers small self-administered schemes they advise on or risk potential problems further down the line, Talbot & Muir has […]

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 […]

Focus 110 – Strength in numbers

For some years now we have operated under the ‘Talbot and Muir’ trading style but have maintained two distinct businesses, Talbot & Muir SIPP LLP […]

Graham Muir: Have you got a Klinsmann in your client bank?

Graham Muir looks at the lessons financial services can learn from professional football when it comes to insistent clients looking to take a dive… www.retirement-planner.co.uk/231350/graham-muir-have-you-got-a-klinsmann-in-your-client-bank

Focus 109 – Spiralling SSAS Fees

Over the last few days we have had a number of enquiries about potential SSAS takeovers, driven by the fact that existing SSAS providers have […]

Please bring back the Pensioneer Trustee

www.retirement-planner.co.uk/230351/dear-parliamentary-secretary-pensions-financial-inclusion Paul Darvill: Please bring back the pensioneer trustee Dear Minister One area I would ask you to review is the return to a mandatory […]

Focus 108 – The Talbot and Muir SIPP

In accordance with our published Schedule of Fees and Services, on 1st June each year the SIPP annual administration fee and Property SIPP annual administration […]