MEDIA

Transact Technical Centre

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
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...
OVERVIEW OF SALARY SACRIFICE CHANGES
One of the less surprising measures in the Autumn Budget 2025 was the announcement of changes to the NIC treatment of pension contributions made via...
The Budget 2025
After much anticipation and rumour, the Chancellor finally delivered her Budget on 26 November although not before details had already been seen as the OBR had...
Onshore bond internal rates of tax
Earlier this month, budget rumours were circulating around a possible increase to the basic rate of tax by 2% with a corresponding reduction to employee...
Individual Savings Account changes confirmed
After months of uncertainty surrounding Cash and Lifetime ISAs, and lots of speculation about what the government’s proposed ‘ISA reforms’ would be like, the Budget...
The Name’s Bond: Are Investment Bonds The 007 Of Financial Planning?
Amid last year’s budget speculation, rumours circulated that capital gains tax (CGT) rates would be aligned with income tax rates. Whilst this did not materialise,...
1 2 3 5