Transact creates IHT index for advisers
- Tuesday, 10 January 2023
- Articles
Adviser platform Transact has created an inheritance tax index to enable advisers to track IHT liability trends with their clients.
Read more...Transact makes further charge reductions
- Wednesday, 14 December 2022
- Articles
Adviser platform Transact is to reduce its buy commission exemption threshold from £200,000 to £100,000 from 1 March.
Read more...Transact parent expects 2022 revenue to beat estimates
- Thursday, 10 November 2022
- Articles
Transact parent IntegraFin Holdings issued a trading statement today saying that the group was “performing well” with adjusted pre-tax profit for the year ended 30 September expected to be “moderately above” the top end of analysts’ estimates.
Read more...Obituary: Ian Taylor - punk rocker entrepreneur
- Friday, 28 October 2022
- Articles
Ian Taylor, one of the founders of platform Transact, died on 17 October at home after a short illness and two years after retiring. The company has written an obituary for their much-loved founder which Financial Planning Today is reproducing here by kind permission of the company.
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