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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.
Increase to normal minimum pension age
May 10, 2025
Pensions
It has been over two years since the announcement that the normal minimum pension age (NMPA) will be increased from age 55 to age 57...
A study in gifting – the challenge of large-scale wealth transfer
May 10, 2025
IHT
Whilst you can give any amount away as outright gifts, and IHT may only be payable if you die within seven years of making each...
Investment bonds – topping up verses new policy
May 6, 2025
Bonds
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...
A Study in Gifting – Distributions from a relevant property trust
April 11, 2025
IHT
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...
Tax Year End Reporting – Annual Allowance Charge and Scheme Pays
April 4, 2025
Pensions
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...
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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"Transact" is operated by Integrated Financial Arrangements Ltd. 4th Floor, 2 Gresham Street, London, EC2V 7AD. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 03727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).