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Transact Technical Centre - IHT

Welcome to Transact’s Technical Centre. The content below has been created by our technical team to support your financial planning needs.
A Study in Gifting: Loan Trusts
December 22, 2025
IHT
The changes announced in the autumn Budget to the tax treatment of pension death benefits from April 2027 means a number of people are going...
Pensions, IHT Headaches And The Potential For Gifting
December 22, 2025
IHTPensions
The announcement in the Autumn Budget 2024 that from 6 April 2027, unused pension funds will form part of the deceased’s estate, has the potential...
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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).