Join us for an evening seminar exploring how digital assets are reshaping the world of tax, succession and estate planning.
With cryptocurrency now part of many estates, advisers and executors face new practical and legal challenges — from valuation and access to tax treatment and inheritance.
Our speakers will share insights and guidance to help you plan confidently for this evolving area.
Time
5.30pm arrival for drinks and nibbles, seminar starts at 6.00pm
Venue
Whitehead Monckton, Eclipse Park, Sittingbourne Road, Maidstone ME14 3EN
RSVP
To reserve your place, please email amandaadie@wmlaw.uk by Wednesday 26th November or call 01622 698000
Senior Trainee Legal Executive, Whitehead Monckton
Topic: Cryptocurrencies in Wills and Succession Planning
Robert will focus on the practical and legal challenges faced when dealing with cryptocurrencies in Wills, Trusts and the Administration of Estates.
As digital wealth becomes more common, traditional approaches face new risks around security, access and ownership. The session will explore how to navigate these challenges and plan effectively for the succession of cryptocurrencies.
Robert has over seven years’ experience working on matters relating to Wills, Succession Planning and Estate Administration.
He has completed both his Level 3 and Level 6 Diplomas in Law and Practice and is now completing his qualifying experience to become a Chartered Legal Executive.
Tax Director, MHA
Topic: Tax Implications for Cryptocurrency
Stuart will give an overview of the current tax landscape for individuals holding or trading cryptocurrency, including:
Stuart is a Chartered Tax Advisor and has been with MHA since 2013. Having started his career with HMRC, he brings valuable insight into ‘the other side of the fence’.
Stuart specialises in helping clients in the healthcare, legal and property sectors deal with their Income Tax, Inheritance Tax and Capital Gains Tax issues, as well as advising on residence and domicile matters.
