Crypto Assets: Seminar & Networking Lunch

Early Bird Booking Offer Extended - book your place before 31st March and save £20!

Early Bird Member Rate: £55 (plus VAT) Early Bird Non-Member Rate: £75 (plus VAT)

After 31st March:

Standard Member Rate: £75 (plus VAT) Standard Non-Member Rate: £95 (plus VAT)

The event fee includes a two course lunch, refreshments and seminar fee.

Join the Private Client Committee at the first seminar of the year, this time focussing on Crypto Currency!

The seminar begins with a networking lunch, followed by presentations from Louise Lane from Wright Vigar.

There will also be a presentation from Brewin Dolphin.

Seminar Outline:

Session 1: Intro to Crypto Tax

• Overview of crypto/use cases/common terms
• Tax implications of crypto activity
• Advising clients with crypto
• Estates & IHT considerations
• Divorce considerations

Session 2: Clients with Crypto: Practical Aspects

• Why and how crypto tax software is essential
• Security awareness when handling crypto data
• Holding clients' crypto
• Checklist of info needed from crypto clients
• Digital Wills

Download information on Wright Vigar's Crypto Services

Agenda

12.00pm Registration, arrival and networking lunch

12:50pm Welcome - Private Client Committee Chair, Bindiya Patel

1:00pm Intro to Crypto Tax

2:00pm Presentation from Brewin Dolphin

2:30pm Refreshment Break

3:00pm Clients with Crypto: Practical Aspects

4:00pm Q&A

4:30pm Vote of thanks & closure

Presenter: