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.
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...
A Study of Gifting: Discounted Gift Trusts
December 22, 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...
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).