Organise Your Digital Assets
Bring clarity, confidence and control to your digital world.
From cryptocurrency and online investments to digital accounts and records, managing your digital assets can quickly become complex.
At Heredix, we help you organise your digital life in a practical, structured way, making it easier to understand what you own, manage it with confidence, and prepare for the future.
Whether you're trying to untangle years of crypto transactions, need practical guidance using wallets and exchanges, or simply want everything organised properly, we're here to help.
Choose how you'd like us to help
Every client has different needs. Our services are designed to help you organise, understand and manage your digital assets with confidence.
Crypto Reporting & Tax Support
Bring order to your crypto records
Whether you're preparing for your first crypto tax return or catching up on several years of activity, we provide practical, one-to-one support to help you understand the reporting process and how to get the best out of it.
Examples of what we help with;
Bring together records from multiple exchanges and wallets
Resolve gaps and inconsistencies in your transaction history
Understand how different transactions affect your reporting
Learn practical crypto reporting using specialist tools
Make informed decisions that could improve your long-term tax position
Stay organised with a repeatable reporting process
Good crypto reporting helps you make informed tax decisions, identify allowable costs and losses, and maximise available tax allowances over time.
Private Crypto Advisory
Confidential guidance tailored to your circumstances
Whether you're managing a substantial portfolio or just getting started, we provide confidential, one-to-one guidance tailored to your circumtances, helping you make informed decisions with confidence.
Examples of what we can help with;
Buying, selling and transferring crypto safely
Hardware wallets, exchanges and secure storage
Staking, Defi and other crypto services
Reviewing transactios before you take action
Guidance when crypto has become misplaced, lost or inaccesible
Avoiding common mistakes and scams
Ask questions in confidence, without judgement or pressure.
Digital Asset Review
Know what you own, understand what matters
Whether you've accumulated digital assets over many years or simply want an expert review of your current position, we'll help you build a clear understanding of what you own, where it's held, and where there may be opportunities or risks that deserve attention.
We can help you to:
Build a clear picture of your digital assets and where they're held
Identify gaps, risks and opportunities that may otherwise be overlooked
Review how your assets are organised, secured and prepared for the future
Understand which areas may benefit from further planning or support
Create a structured foundation for future reporting, protection and legacy planning
A clear understanding of your digital assets is the foundation for making informed decisions with confidence.
Not sure where to start ?
You don't need to know exactly which service you need before getting in touch.
Whether you're organising your digital assets for the first time, trying to untangle years of crypto activity or simply want independent guidance, we'll help you identify the right starting point.
Book an initial consultation and we'll discuss your circumstances before recommending the most appropriate support.
