Transact Technical Centre - Bonds
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March 10, 2026
Top slicing relief (TSR) for bond chargeable gains is a useful, if somewhat complex, income tax planning tool for bonds held by individuals. The relief...
February 11, 2026
The Transact Onshore and Offshore Bonds are both life assurance policies and whilst the investments linked to the bond might generate income and capital gains,...
December 1, 2025
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...
November 10, 2025
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,...
September 10, 2025
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...