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Transact Technical Centre

Welcome to Transact’s Technical Centre. The content below has been created by our technical team to support your financial planning needs.
The Name’s Bond: Are Investment Bonds The 007 Of Financial Planning?
December 22, 2025
Bonds
Amid last year’s budget speculation, rumours circulated that capital gains tax (CGT) rates would be aligned with income tax rates. Whilst this did not materialise,...
A Study of Gifting: Discounted Gift Trusts
December 22, 2025
Pensions
Last month we looked at how a loan trust can be an option for those starting out on a gifting journey – no actual gift...
A study in gifting – the challenge of large-scale wealth transfer
December 22, 2025
ISA
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...
Getting the most out of Lifetime ISA
December 22, 2025
ISA
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...
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This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
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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).