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 […]
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 […]
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 […]
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 […]
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 […]
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 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
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 […]
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 […]
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 […]
Does size matter? Graham Muir, Founder and Director of Talbot and Muir recently wrote an article for Retirement Planner. In this he gives his views […]
Size and scale are increasingly being seen as crucial qualities for a SIPP business but, argues Graham Muir, those two factors alone do not necessarily […]
Despite some recent negative publicity, says Paul Darvill, a well-run SSAS can be a valuable planning tool for a small business and there is still […]
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 […]