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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.
ISAs in transition: Upcoming changes to permissible investments & potential cash changes
November 1, 2025
ISA
With the budget fast approaching, speculation persists about possible ISA changes that might be announced. Earlier in the year it was announced that, from 6...
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...
Investment bonds and pensions – a longstanding relationship
September 10, 2025
Bonds
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...
Flexibility and ISAs: Current rules and planning opportunities
August 7, 2025
ISA
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...
IHT and pensions – further clarity and procedural update
August 7, 2025
IHTPensions
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...
Lifetime ISA – views of the Treasury Select Committee
July 10, 2025
ISA
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...
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