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2 - Future-Proof Your Practice: Why Crypto is Key
7 Lessons -
3 - Introduction to Cryptocurrency and Estate Planning
11 Lessons-
Start3.1 Understanding Cryptocurrency
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Start3.2 Traditional Estate Planning vs. Cryptocurrency Estate Planning
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Preview3.3 Blockchain Technology
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Start3.4 Cryptocurrency Wallets
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Start3.5 Different Types of Cryptocurrency Wallet
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Start3.6 Security Aspects
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Start3.7 Wallet Simulation
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Start3.8 Wallet Security
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Start3.9 What is an "NFT"?
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Start3.10 DeFi - Decentralised Finance
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Start3.11 Knowledge Check
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4 - Client Consultation and Information Gathering
6 Lessons -
8 - Taxation and Cryptocurrency
9 Lessons-
Start8.1 Overview of Tax Implications
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Start8.2 Inheritance Tax & Income Tax
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Start8.3 Capital Gains Tax - General
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Start8.4 Capital Gains Tax - Deceased Client
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Start8.5 Capital Gains Tax - Example
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Start8.6 Potential Exemptions
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Start8.7 Cryptocurrency & Trusts
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Start8.8 Appropriation
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Start8.9 Knowledge Check
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9 - The Property (Digital Assets etc.) Act 2025
9 Lessons
Estate Planning & Crypto Assets 1: A guide for Will-writers, Estate Planners & Probate Professionals
Learn about Cryptocurrency, how it works, the importance of planning effectively and some of the potential challenges of dealing with client assets
Course Summary
Are you prepared to handle the complexities of cryptocurrency in estate planning?
In this course, you’ll gain a clear understanding of digital assets, their unique challenges, and how to confidently incorporate them into your estate planning practice.
Designed specifically for will-writers and estate planners, the aim of this course is to equip you to meet the needs of today’s clients as well as helping you identify additional opportunities to help clients and their family members with their digital assets.
What You’ll Learn
In under an hour, you’ll gain actionable insights into:
- Crypto Fundamentals: What cryptocurrencies are, and why including them in an estate plan is essential.
- Digital Estate Challenges: Learn about private keys, storage, and the risks of unplanned crypto assets.
- Real World Case Studies: To show the importance of clients including Crypto in their Estate plans.
- Tools for Success: Explore factfinding techniques, asset documentation, and other tools to help streamline crypto estate planning.
Course Highlights
- Clear & Practical: Perfect for beginners and experienced will-writers alike, with actionable takeaways.
- Engaging Examples: Real-world case studies to bring the importance of crypto planning to life.
- Business Growth: Unlock new revenue opportunities through identifying and meeting additional needs.
Who Should Take This Course?
- Will-writers & Estate Planners: Future-proof your practice by addressing modern client needs.
- Probate Professionals: Learn how to deal with clients estates containing crypto assets effectively.
- Advisors & Executors: Gain confidence in identifying and handling digital estates.
Why take this Course?
- Unlock New Opportunities: Service a growing market of crypto holders seeking estate planning expertise.
- Secure Client Legacies: Prevent assets from being lost due to poor planning.
- Stay Ahead of the Curve: Position yourself as a forward-thinking professional in a changing industry.
Increase your confidence dealing with clients who hold cryptocurrency assets in your estate planning discussions - scroll down to see the course curriculum!
Course Pricing
Course Curriculum
Simon Dyer
Simon Dyer is the founder of Plutus Crypto Consulting, a UK-based training and consultancy specialising in cryptocurrency, digital assets, and estate planning.
With over 25 years’ experience in financial services, operations, and professional training, he now works closely with will-writers, estate planners, probate professionals, and solicitors, helping them understand how cryptocurrency and digital assets impact wills, probate, LPAs, and client risk. He regularly delivers training for professional bodies and industry groups, and supports probate teams on real-world crypto estate cases, including complex situations involving lost access, multiple wallets, exchanges, NFTs, and decentralised finance (DeFi).
Simon is known for his clear, jargon-free approach, translating complex digital concepts into practical guidance that non-technical professionals can confidently apply with clients. His training is grounded in real case studies, current UK law, and emerging regulation, including the Property (Digital Assets) Act 2025. Alongside his consultancy work, he is a frequent speaker at industry conferences and meetups, and is the founder of one of the UK’s largest crypto education communities. This session draws on Simon’s hands-on experience helping families, executors, and professionals avoid costly mistakes and permanent loss when digital assets are not planned for properly.
He is also CEO and Co-Founder of FundRaisely, a UK-based fundraising platform that helps charities, schools, and community groups raise funds using digital tools and interactive events. Through FundRaisely, Simon works at the intersection of technology, compliance, and real-world financial impact, further grounding his training in how digital assets and systems are used outside of theory.
If you’re looking for clear, effective guidance on cryptocurrency and blockchain when dealing with your Estate Planning or Probate clients, let’s connect: LinkedIn Profile: Simon Dyer
