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Transact Technical Centre - IHT

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.
A Study in Gifting: Periodic Issues
March 1, 2025
IHT
Relevant property trusts are subject to inheritance tax (IHT) if the amount gifted, plus other chargeable lifetime transfers (CLT) made in the seven previous years...
A Study in Gifting: Loan Trusts
January 6, 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 10, 2024
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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