High Net Worth Crypto Tax Planning | Wealth Preservation UK

" Their personalised approach to managing my substantial crypto holdings across multiple jurisdictions has not only ensured compliance but significantly enhanced my wealth preservation strategy. "

- Richard K, Family Office Principal

We Understand Sophisticated Investor Challenges

70 %

Global exposure creates complex tax and legal risk without proper structuring.

$100 B+

Significant crypto wealth has been lost due to poor succession planning.

1 in 3

Privacy is a top concern, with public wallets and KYC tools threatening security.

39 %+

Without expert tax planning, substantial gains are vulnerable to erosion.

Confident woman in a blue shirt holding a blue folder standing in a modern office with glass walls.

Crypto Tax Solutions

Introducing Crypto Wealth Advisor Service

Our exclusive professional service designed specifically for high-net-worth individuals with significant cryptocurrency holdings

Multi-jurisdiction tax strategy and optimization

Estate and inheritance planning for digital assets

Private banking relationship coordination

Wealth preservation and risk mitigation structures

Integration with family office and legacy planning services

White-glove concierge, implementation, and 24/7 support

Private Client Services for High Net Worth Individuals

A discreet concierge-style crypto tax service tailored to complex portfolios cross border assets and long term wealth preservation

Tailored Reporting

Generate precise, HMRC-compliant reports that account for complex holdings across multiple wallets, entities, and jurisdictions.

Consolidated Wealth View

Track your entire crypto portfolio—including long-term holdings, OTC deals, and yield strategies—in one secure, real-time dashboard.

Strategic Tax Planning

Get personalised guidance on optimising disposals, inheritance planning, residency-based tax, and asset protection—backed by crypto-native experts.

Client Perspectives

Family office and ultra-high-net-worth service tiers available with expanded capabilities

Their multi-jurisdictional expertise proved invaluable for my complex international holdings. They
identified opportunities and implemented a structure that significantly improved my position.

Private Client (International Holdings)

Private Investor

Their estate planning framework for my digital assets provided peace of mind. My crypto will
transfer securely—something no traditional advisor could address.

Private Client (Estate Planning)

Private Investor

Their discreet, white-glove service with deep crypto expertise is unique. They've seamlessly
integrated my significant digital assets into my broader wealth strategy.

Private Investor (Wealth Integration)