020 7608 4900
Contact us
MEDIA

Transact Technical Centre - Pensions

Welcome to Transact’s Technical Centre. The content below has been created by our technical team to support your financial planning needs.
IHT and pensions – further clarity and procedural update
December 23, 2025
IHTPensions
The announcement in last October’s Budget that ‘unspent pension funds’ would be in scope for inheritance tax (IHT) from April 2027 has caused considerable reflection...
Pension commencement lump sums for individuals with Enhanced or Primary Protection
December 23, 2025
Pensions
With the introduction of the Lump Sum Allowance (LSA) and the Lump Sum and Death Benefit Allowance (LSDBA) we have new methods for testing the...
Annual limit for pension contributions
December 23, 2025
Pensions
We are often asked about how pension scheme members can maximise their pension contributions, taking into account the annual allowance, tapered annual allowance, and the...
Salary sacrifice – is change on the horizon?
December 23, 2025
Pensions
In the run up to last year’s Autumn Budget there was considerable speculation over the tax breaks afforded to pension contributions and lump sum payments....
Increase to normal minimum pension age
December 23, 2025
Pensions
It has been over two years since the announcement that the normal minimum pension age (NMPA) will be increased from age 55 to age 57...
Tax Year End Reporting – Annual Allowance Charge and Scheme Pays
December 23, 2025
Pensions
At Transact, we understand that exceeding the annual allowance for pension contributions can result in significant tax charges for clients. To alleviate this burden, Transact...
1 2
This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
Contact Information
  • 4th Floor, 2 Gresham Street, London, EC2V 7AD
  • 020 7608 4900
  • Find us on social media
Quick Links
Our Other Sites

© 2025 Integrated Financial Arrangements Ltd
"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).