Trimontium Launches with $1.5 Billion in AUM, Redefining Flexible Capital Solutions

Trimontium Launches with $1.5 billion in AUM, Redefining Flexible Capital Solutions

LONDON--(BUSINESS WIRE)--Jun 15, 2026-

Transact launches Flexible Reversionary Trust ahead of IHT changes

Transact has introduced a new Flexible Reversionary Trust (FRT) to its platform in response to adviser demand for solutions ahead of the 2027 pension IHT rules. From April next year, unused defined‑contribution pension funds and pension death benefits become fully assessable within an individual’s taxable estate, meaning families will need help to plan for intergenerational wealth transfers. Transact says it has already seen advisers accelerate …