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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.
Getting the most out of Lifetime ISA
March 1, 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...
A Study of Gifting: Discounted Gift Trusts
February 12, 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: Loan Trusts
January 6, 2025
IHT
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...
Pensions, IHT Headaches And The Potential For Gifting
December 10, 2024
IHTPensions
The announcement in the Autumn Budget 2024 that from 6 April 2027, unused pension funds will form part of the deceased’s estate, has the potential...
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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).