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Transact Blog

Welcome to the Transact Blog. The below content has been written by Transact staff.
Changes to Pension Planning Strategies following the recent Budget
May 26, 2023
The Budget
The Importance and Challenge of the New Pension Transfer Out Regulations
September 7, 2022
Pension Transfers
The Occupational and Personal Pension Schemes (Conditions for Transfers) 2021 regulations came into force on 30 November 2021, with accompanying guidance issued by The Pension...
Bare Trusts – Low Maintenance and Straightforward (Mostly!)
July 20, 2022
Bare Trusts
Bare (or absolute) trusts are typically set up for children and grandchildren with trustees holding the assets on behalf of the child who can then...
Saving for Children and Grandchildren
November 12, 2021
Saving Solutions
It's always been important to people to provide for the future of their children and grandchildren. Economic changes in recent years have meant career paths...
The Latest in New Transact Online Functionality
November 9, 2021
Transact Online
The COVID-19 pandemic striking in early 2020 has provided a catalyst for change in the industry. As we were all driven to remote working for...
The Budget and Tax Day
April 13, 2021
Tax AllowanceThe Budget
After a considerable amount of speculation about a possible raft of personal tax changes in the Budget and the subsequent Tax Day, it seems that...
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"Transact" is operated by Integrated Financial Arrangements Ltd. 29 Clement's Lane, London EC4N 7AE. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 3727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).