Estate Planning

Helping you to preserve and pass

on your wealth to future generations

Pass on your wealth to future generations…

Mention the term ‘estate planning’ and it’s natural to imagine this service only being relevant to someone who owns a grand home and has huge amounts of wealth. But planning what should happen to your assets and wealth after your death is equally relevant for every one of us. Our Estate Planning adviser will help you understand your options and build a plan to maximise the benefits of your wealth, no matter how great or small and no matter what your wishes might be.

But estate planning is not just about planning the best way to distribute your wealth and assets after you’re gone. It’s also about planning how best to utilise your wealth right now to best effect. That could mean extracting capital from your home to give you a better life in your later years. Or looking at tax efficient schemes which will enable you to further grow your estate as time goes on. In could also mean taking steps to reduce the size of your estate to avoid paying more Inheritance Tax than you have to. Our expert regularly works with people just like you to help them meet the estate planning goals and provide piece of mind for the years ahead.

Of course, one of the most important questions our estate planning experts get asked is how to minimise the inheritance tax bill for the benefactors of an estate. We’re able to offer a wide range of solutions including whole of life insurance policies and trusts. But there is no “one size fit’s all” solution to estate planning and that’s why it’s vital to book an appointment with one of our experts for a formal estate planning consultation.

Kindly note that the FCA do not regulate trusts.

Estate planning and inheritance tax planning are not regulated by the Financial Conduct Authority.

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

Start the process today. Call a member of our team on 020 7562 5858
or email us at 
insurance@credius.com.

Insurance Guides

We have a selection of guides that could be helpful for those looking at Estate Planning…

Guide to Mortgage & Protection

"Owrang was one of the brightest graduates in an autumn intake of sixty people in 1998. I recall him regularly being upper quartile in the exams we undertook. He joined me as one of six individuals on the company's inaugural Business Foundation Programme - a graduate fast track programme for future leaders. I would gladly work with Owrang again."

- Adam N

"Owrang has been my best find in the financial arena in years. He has proved to be highly efficient, competitive, and personable. Am very happy customer!"

Rupert S

"Owrang has been an excellent find. Recommended by a good friend, he has helped me with my mortgage requirements more than once. A very good guy. Knows his stuff!"

Jon C

"Very good knowlege of all aspects of personal finance"

Jonathan L

"I was recommended Owrang to help me set up and transfer a private pension. He was very professional and took the time to understand my needs and both he and his team were very prompt with ongoing correspondence throughout the process. I will be happy to continue working with him and would happily recommend him to others."

Jonathan H

"Owrang has been providing me with advice and ideas on how to approach financial matters for many years and has always been excellent, proactive and importantly helped me increase my future earnings."

Nicholas G

Speak To An Expert

If you have any questions related to insurance, we'd love to hear from you.

Contact Credius

Credius
Senator House,
85 Queen Victoria Street,
London,
EC4V 4AB

T: 020 7562 5858
F: 020 7562 5802
E: info@credius.com

Credius is a trading style of Credius Wealth Limited which is an appointed representative of Quilter Financial Services Limited
and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Credius Wealth Limited is registered in England and Wales 6186222.
Registered Address: Kemp House, 152-160 City Road, London EC1V 2NX

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The Financial Conduct Authority does not regulate Auto Enrolment, Trusts, Inheritance Tax Planning and some forms of Buy to
Let Mortgages

© Credius Wealth Limited. All rights reserved.