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Transact Technical Centre - Tax Allowance

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.
Age 75 Tests and their impact on the lump sum allowance and lump sum death benefit allowance
January 13, 2026
PensionsTax Allowance
Given the complexity surrounding the lump sum allowance (LSA) and lump sum death benefit allowance (LSDBA), the impact of benefit crystallisation events (BCEs) prior to...
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