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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.
Increase to normal minimum pension age
May 10, 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
April 4, 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...
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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"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).