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Transact Technical Centre - Tax

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.
Timing tax-free cash: a refresh of LSA and LSDBA
April 8, 2026
Tax
Each year, we have seen an increase in clients taking their tax-free cash (TFC) ahead of the Autumn Budget. While autumn might feel distant, the...
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...
Capital Gains Tax – impact of recent changes and possible reforms
October 12, 2025
Tax
The significant reductions to the annual exempt amount in recent years mean that an ever-increasing number of individuals are now liable to capital gains tax...
Offshore Reporting Funds – Excess Reportable Income and Capital Gains
April 2, 2025
Tax
Clients who hold offshore funds often have additional complexity when it comes to their annual tax returns – this article helps to explain the basics...
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