Type Speaker CPD Hours Level
3 IntermediateInformation
Accreditation Information
SRA Competency B D


Estate planning with digital assets generally involves being able to identify them and to have an understanding about their administration.

These hurdles are even more pronounced with cryptoassets.

It is necessary to understand the fundamentals of how they are transmitted and their proprietary nature, particularly with the operations of smart contracts and modern institutions like decentralised autonomous organisations.

During this new virtual classroom seminar, you will discover HMRC’s approach to transactions involving cryptoassets.

You will also learn about the process of identifying the assets in a crypto estate and how to plan for them, using trusts and wills. In addition, you will acquire an understanding of the basics of crypto investment, including the new decentralised finance initiatives.

What You Will Learn

This live and interactive session will cover the following:

  • Brief Introduction to Cryptoassets:
    • Distributed ledger technology and decentralisation
    • Wallets and custody
    • Smart contracts and decentralised finance
    • Non fungible tokens
    • Acquisition and transfer
    • Valuation and other information
    • Common transactions
  • Taxation of Crypto Estates:
    • Inheritance tax Capital gains tax
  • Creating an Estate Plan for Cryptoassets:
    • Identifying the estate
    • Use of trusts:
      • Documentation and constitution
      • Investment of cryptoassets
  • Succession:
    • Administration
    • Ensuring access after death
    • Will drafting

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.

Book now

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Learn Live | 06.12.2021

N/A | 9:00am - 12:00pm

Cryptoassets in Estate Planning & Administration - A Live Guide for Private Client Practitioners

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9:00am - 12:00pm

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Plan Information
Ticket Information
Individual licence
Group bookings
Discounts are available for multiple places. If you have 5 or more people interested in participating in this virtual learning session please email us at information@mblseminars.com for more information.

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