Transact Technical Centre
Welcome to the Technical Centre, giving you access to insights and articles from our experienced Technical Team.
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May 6, 2025
With the increasing demand for investment bonds, we are also seeing an increase in enquiries about investing additional premiums to existing policies. One question we...
April 11, 2025
Income is distributed to a beneficiary with a 45% tax credit which is shown on form R185. The beneficiary can then reclaim the difference between...
April 4, 2025
At Transact, we understand that exceeding the annual allowance for pension contributions can result in significant tax charges for clients. To alleviate this burden, Transact...
April 2, 2025
Clients who hold offshore funds often have additional complexity when it comes to their annual tax returns – this article helps to explain the basics...
March 3, 2025
Investment bonds, whether onshore or offshore, offer investors valuable opportunities for tax planning and flexible withdrawals. One of the most important yet often overlooked decisions...