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Transact Technical Centre - Bonds

Welcome to Transact’s Technical Centre. The content below has been created by our technical team to support your financial planning needs.
Onshore bond internal rates of tax
December 23, 2025
Bonds
Earlier this month, budget rumours were circulating around a possible increase to the basic rate of tax by 2% with a corresponding reduction to employee...
Investment bonds and pensions – a longstanding relationship
December 23, 2025
Bonds
Whilst paying tax is an inevitable consequence of a well-managed investment strategy, the ability to reduce any tax liability at the same time as boosting...
Investment bonds – topping up verses new policy
December 23, 2025
Bonds
With the increasing demand for investment bonds, we are also seeing an increase in enquiries about investing additional premiums to existing policies.  One question we...
Maximising Investment Bond Flexibility and the Advantages of Higher Segmentation
December 22, 2025
Bonds
Investment bonds, whether onshore or offshore, offer investors valuable opportunities for tax planning and flexible withdrawals. One of the most important yet often overlooked decisions...
The Name’s Bond: Are Investment Bonds The 007 Of Financial Planning?
December 22, 2025
Bonds
Amid last year’s budget speculation, rumours circulated that capital gains tax (CGT) rates would be aligned with income tax rates. Whilst this did not materialise,...
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"Transact" is operated by Integrated Financial Arrangements Ltd. 4th Floor, 2 Gresham Street, London, EC2V 7AD. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 03727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).