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Tax, Compliance & Training

Future proofing your Bitcoin & Ethereum holdings

As cryptocurrency wealth grows, so does the scrutiny from tax authorities and regulators. Families with substantial Bitcoin and Ethereum portfolios cannot afford to overlook compliance the consequences are too costly.
The Challenge

Tax & Compliance

The UK’s inheritance tax regime already applies to crypto, treating it as property. Without careful planning, portfolios may face unnecessary liabilities.
For wealthy families, this means crypto must be treated with the same diligence as any other asset class. HMRC has issued over 20,000 “nudge letters” since 2021 targeting individuals suspected of under-reporting crypto gains (HMRC, 2023).

By 2026, the OECD’s Crypto-Asset Reporting

Framework (CARF) will require automatic global exchange of crypto transaction data, similar to bank account reporting.

Security Architecture

Why Tax & Compliance Matters

Regulators worldwide are tightening oversight of the crypto sector. Without proper structures in place, families risk unnecessary tax exposure, reporting issues, or probate delays.

Inheritance Tax Exposure

Incorrect valuations or unstructured holdings can lead to avoidable tax liabilities.

Missing or Fragmented Records

Lost transaction histories and failed exchanges create reporting challenges.

AML Obligations for Estates

Executors and trustees must verify beneficiaries and maintain compliant processes.

Knowledge Gaps for Heirs

Successors may lack the skills to handle wallets, security, or HMRC reporting.

Our Approach

What We Provide

Platinum delivers integrated tax, compliance, and training solutions specifically for Bitcoin and Ethereum wealth.

Executors administering a £5m estate faced significant probate delays due to incomplete AML checks on crypto holdings. We delivered full beneficiary KYC packs, provided HMRC-ready valuations and enabled probate to progress smoothly.

01

Crypto IHT Planning

HMRC-aligned valuations

HMRC-aligned valuations, structuring advice and distribution strategies.

02

AML/KYC Packs for Estates

Compliant onboarding for beneficiaries

Compliant onboarding for beneficiaries, executors, and trustees.

03

Heir Education Programmes

Practical training on security

Practical training on security, custody, and responsible asset management.

04

Trustee & Family-Office Training

Professional governance guidance

Professional governance guidance for advisors managing crypto assets.
Multi-Signature Security

Where Our Expertise Adds Value

Platinum’s crypto governance services stand out through a unique combination of deep technical expertise, seamless legal integration and global reach. Our in-house specialists handle tracing, valuation and tax compliance for Bitcoin and Ethereum with precision, while our processes align seamlessly with wills, trusts and probate requirements.

Efficiency

Resolve potential probate delays caused by missing documentation or compliance gaps.

Tax Savings

Structure portfolios in line with existing UK inheritance tax frameworks.

Education

Reduce costly errors from inexperienced heirs or trustees.

Reputation

Demonstrate best practice wealth governance to regulators and stakeholders.

Global Expertise

Powered by a Global Network

Families choose Platinum because we specialise in the assets that matter most to modern wealth,Bitcoin and Ethereum, while bringing trusted experience in crypto law, forensics, tracing and regulatory matters.
Combined with the personal support of our team and the global strength of our ETL Global partnership, we provide a level of guidance few firms can match.
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Common Questions

Frequently Asked Questions

Does HMRC treat Bitcoin and Ethereum as money?
No. Crypto is treated as property, meaning capital gains tax and inheritance tax apply.
Yes. Executors and trustees must verify beneficiaries. We prepare full AML/KYC packs.
Yes. We offer education programmes covering security, wallets, vaults and HMRC obligations.
Yes. CARF will introduce global crypto data exchange by 2026, increasing visibility of holdings.
Get Started

Get in Touch with Our Experts

Stay Ahead of Regulation
Crypto wealth is growing, so is regulatory oversight. With IHT rules, AML obligations and global reporting tightening, now is the time to build a compliant, future-proof structure.
Book a confidential consultation to explore how our Tax, Compliance & Training services can safeguard your Bitcoin and Ethereum.
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Office: 6th Floor, Spinningfields 3 Hardman St Manchester M3 3HF