Cryptocurrency and Estate Planning - April 15th
Europe/London
-
WED
15 APR
- 10:00 AM
Webinar Session has ended now.
What this webinar is about
This session focuses on practical estate planning, not technology.
Within this session, we'll cover:
- What cryptocurrency and digital assets actually are, in plain English
- How and where clients typically hold these assets
- Why crypto creates unique challenges in wills, probate, and LPAs
- The real risks of lost access, missing assets, and failed probate
- What the Property (Digital Assets) Act 2025 means for your practice
- How to ask the right questions during fact-finding
- What needs to be documented, and what should never be written into a will
- How to protect clients, beneficiaries, and yourself
The session is grounded in real probate cases, not theory.
What you’ll learn
By the end of the webinar, you will be able to:
- Understand cryptocurrency, NFTs, and digital assets as property
- Recognise when a client, or their family, may hold digital assets
- Explain the key differences between traditional and crypto estate planning
- Identify where crypto assets may be held (wallets, exchanges, DeFi platforms)
- Understand access risks and why “just putting it in a will” is not enough
- Confidently raise digital assets in client conversations
- Know when specialist support may be required
You’ll leave with clarity and confidence, not jargon.
Who this webinar is for
This session is ideal for:
- Will-writers
- Estate planners
- Probate professionals
- Solicitors working with private clients
Especially those who:
- Have clients asking about crypto
- Suspect clients or family members may hold digital assets
- Want to future-proof their practice
- Want practical guidance without technical complexity
About the Speaker
Simon Dyer
Founder, Plutus Crypto Consulting
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.