At Credius we work with wealthy individuals and professionals who are generally too busy to powerfully attend to the detail of their financial affairs and are concerned that if do not address they will miss out on big opportunities or worse still set themselves up for dire loss. 

Some of the areas where we provide value to you: 

-  Eliminate the risk of losing your home at a time when your family will be at their most vulnerable and make sure you are not disappointed so that should you need to claim on your insurance, it will pay out as expected 

- Stop you losing money unnecessarily by paying too much for your current borrowing, nor wasting time (& credit scores) chasing a rate you are not eligible for

-  Make sure you are not missing out on tax money you are owed (we check back at least 3 years)

- Make sure you are not taking too much unnecessary risk with your current investments and maximising your annual allowances (once they are gone, they are gone for good)

- Preserve the value of your estate for the benefit of your family by not losing money unnecessarily to the taxman in an ethical and legal way

- Eliminate delays in passing your wealth to those that need it

Did you know that if you don't set up your life insurance correctly you could end up paying 40% of your benefits to the tax man?

Did you also know that life insurance is an allowable business expense?

We solve these and other such issues for our clients, please get in touch with us if you would like an initial conversation on how we may be able to help you too. 

Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited 01/08/2024

Credius Wealth Limited

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Credius Wealth Limited

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