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Transact Technical Centre - Pensions

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 of Gifting: Discounted Gift Trusts
February 12, 2025
Pensions
Last month we looked at how a loan trust can be an option for those starting out on a gifting journey – no actual gift...
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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