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Transact Technical Centre - Bonds

Welcome to the Technical Centre, giving you access to insights and articles from our experienced Technical Team. You can filter all articles by topic using the dropdown menu to the right.
Onshore bond internal rates of tax
December 1, 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...
The Name’s Bond: Are Investment Bonds The 007 Of Financial Planning?
November 10, 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,...
Investment bonds and pensions – a longstanding relationship
September 10, 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
May 6, 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
March 3, 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...
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