MBL Seminars: Cryptoassets in Estate Planning & Administration – July 2024

July 25, 2024, 9:00 am to 12:00 pm

A Live Guide for Private Client Practitioners

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.

Further info

During this 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.


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

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