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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.
Year-end tax planning: making the most of the available allowances
March 10, 2026
TaxTax Allowance
With the tax year deadline approaching, the window for making use of the of the available allowances and reliefs is soon to end. The end...
Maximising pension contributions and the tapered annual allowance
February 11, 2026
PensionsTax Allowance
As we start to approach the end of the tax year, the clock starts ticking for maximising contributions into tax exempt wrappers. Whilst the standard...
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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