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.
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...
March 1, 2025
Relevant property trusts are subject to inheritance tax (IHT) if the amount gifted, plus other chargeable lifetime transfers (CLT) made in the seven previous years...
March 1, 2025
The Lifetime ISA (LISA) was introduced in April 2017 as a dual-purpose investment plan designed to help individuals save for a first home and whilst...
February 12, 2025
Last month we looked at how a loan trust can be an option for those starting out on a gifting journey – no actual gift...
January 6, 2025
The changes announced in the autumn Budget to the tax treatment of pension death benefits from April 2027 means a number of people are going...