We offer a number of tax services, from trust and estate planning, helping to mitigate inheritance tax (IHT), to complex corporate and capital gains
Inheritance tax was historically seen as a tax that affected only the rich. However increasingly it is a tax paid by middle Britain.
So what if something were to happen? What position is your estate in and are you fully aware of the tax implications for your beneficiaries?
There have been some major changes to the inheritance tax rules in recent years and it is a notoriously complicated area. We believe seeking good advice is vital.
If the value of your estate is over £325,000, you and your family could be affected.
And with house prices generally rising – at least until the last few years – a growing number of people will need to take steps if they don’t want to get stung with a 40% tax bill.
We can work out how much you need to pay, how the new rules will work in practice, explain the various allowances for gifts you can make and how to calculate your tax bill so you know what to expect.
We will work with other professionals, for example, your lawyer and accountant to ensure the approach to tax planning is coordinated and that the legal and accountancy aspects are consistent and underpin your financial plans. However we prefer it, if Nexus takes responsibility for all aspects of the financial advice and investment decisions.