Transact Technical Centre
Welcome to the Technical Centre, giving you access to insights and articles from our experienced Technical Team.
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September 10, 2025
Whilst paying tax is an inevitable consequence of a well-managed investment strategy, the ability to reduce any tax liability at the same time as boosting...
August 7, 2025
In her Mansion House speech, Chancellor Rachel Reeves confirmed that the ISA allowance will remain unchanged for now, following pushback from building societies and other...
August 7, 2025
The announcement in last October’s Budget that ‘unspent pension funds’ would be in scope for inheritance tax (IHT) from April 2027 has caused considerable reflection...
July 10, 2025
In the March 2025 Adviser Update, we highlighted the use cases for the Lifetime ISA (LISA) and that a Treasury Select Committee (TSC) was requesting...
July 10, 2025
With the introduction of the Lump Sum Allowance (LSA) and the Lump Sum and Death Benefit Allowance (LSDBA) we have new methods for testing the...