Cryptocurrency
Training & Consultancy
Cryptocurrency is transforming wealth management, but without proper planning, digital assets can be lost forever. Therefore at Plutus Crypto Consulting, we specialise in helping Will-writers, Estate planners, and Probate Professionals navigate the complexities of crypto inheritance. Our expert training and consultancy services ensure you can confidently support clients in protecting and passing on their digital assets. As a result, you can stay ahead of evolving regulations and provide the best service to your client with our clear, jargon-free guidance.
On-line Self Paced Learning
Featured Courses
We offer a number of courses and course bundles – Click below to see our course list and how you can learn a new skill
Testimonials
Clients Said:
★ ★ ★ ★ ★
“Absolute Life Saver”
‘Simon stepped in to help me quickly figure out my crypto crisis. He was an absolute life-saver and calmly explained how to manage the situation working through the scenario in a structured manner. He offered reassurance and left me feeling confident that my investment was secure. Above all, It’s vital to trust people in crypto, another reason I’d recommend the service and the confidentiality.’
★ ★ ★ ★ ★
— Karen W.
“The Service provided ensured our clients were able to obtain the inheritance they were entitled to”
‘Our clients had various crypto currencies scattered in various exchanges and wallets, many of which we could not locate or access. Plutus provided essential guidance to our clients to help locate and retrieve all the cryptocurrency. As a result of Simon’s expert experience, he was able to locate assets we had no prior knowledge of before taking his counsel. The service they provided ensured our clients were able to obtain the inheritance they were entitled to.’
★ ★ ★ ★ ★
— Westons Wills & Probate.
“Friendly and knowledgeable”
‘It took a bit of getting my head around but I’m now comfortable to move my cryptocurrency and NFTs between wallets and feel more in control of my assets. I’d also highly recommend spending the time looking at how to plan for things like death – this is something I’d never really thought of and wasn’t covered when I sat down to make a will. In short, well worth the time spent.’
★ ★ ★ ★ ★
— Charlotte C.
Services
Expert Training
Plutus Crypto Consulting helps Will-writers, Estate planners, and Probate professionals to navigate the complexities of cryptocurrency in Estate planning. Therefore, if your clients hold digital assets, you need expert guidance to ensure their wealth is protected.
Consultancy
If you’re looking to deal with clients who hold assets, but you don’t know your Solana from your Solero, we can help decipher the jargon and as a result, understand what’s needed to assist your client.
It’s important to note though, we don’t provide advice on investing or trading cryptocurrency.
Estate Planning
Have a client who has Digital Assets as part of their estate planning?
Firstly, we can help you work with them to plan for if the worst were to happen.
Secondly, we’ll also do our best to help you trace and value your clients cryptocurrency in the event of bereavement. Finally, above all, we can guide you and provide support. However, it’s important to understand that we won’t be able to dispose of assets directly.
How We Work
Work Flow
01
Initial Consultation
We offer a 30 minute free consultation to establish how we can help you. Consequently, we’ll work with you to create a personalised plan to help you achieve your goals.
02
Letter of Engagement
Once we’ve discussed your needs, we’ll send you a letter of engagement including our terms and conditions. Subsequently, we give you an outline of the work we’re intending carrying out for you, and approximate time this will take.
03
Consultancy services begin
Once we receive your signed letter of engagement, we will arrange a date for the services to begin. Lastly, and most importantly, if you’re booking group or individual training, we’ll also discuss whether this is face to face, Zoom or another method.
10k+
Cryptocurrencies
900+
Exchanges
7m+
UK Cryptocurrency Holders
£3.3T+
Total Crypto Market Cap
Have Questions?
Frequently Asked
Questions
What services do you offer?
It depends what your goal is! For example, we can help guide you through the basics if you’re new to the world of Blockchain and Cryptocurrency. Likewise, if you’re a b2b client we offer consultancy services, ranging from training and guidance to help with Bereavements.
Do you offer a retainer service?
Absolutely. If you’re likely to need services throughout the year, just contact us and we can discuss a block booking, including access to calls, Zoom sessions and individual consultations.
Are there any areas you DON’T offer?
Above all, Plutus is a training and consultancy company. As a result, we do NOT offer Financial advice, recommendations of coins or tokens to buy, trading services or any similar activity that would breach FCA regulations.
How does billing work?
We have a simple billing system which allows you to pay for services by the hour or book one of the different 1-1 or group training options.
Can I pay for services in Crypto if I want to?
Certainly – just ask when discussing the services we offer. As a result of the cost involved, there’s a small charge of 3%, which means that you can pay in a range of different cryptocurrencies.
Can I get an invoice for my purchase?
Yes, you can. In short, just ask once we have concluded the work we are doing with you and we will send an invoice by email.
Have additional questions?
We’re here to help. Let’s talk.
In Summary
Plutus Crypto Consulting helps Will-writers, Estate planners, and Probate Professional navigate cryptocurrency estate planning with confidence.
Therefore, if your clients hold digital assets, expert guidance is essential to protect their wealth. In other words, poor planning can lead to lost crypto, leaving families without access.
However, we can equip you to handle these challenges effectively. For instance, we offer tailored sessions on wallet security and effective factfinding with clients. Above all, we simplify crypto estate planning, making it practical and accessible. In addition, we provide specialised support for probate and bereavement cases, ensuring assets are located and transferred correctly. As cryptocurrency adoption grows, estate planners must adapt. Partnering with Plutus Crypto Consulting future-proofs your services and ensures you stay ahead in digital asset management.
Hours
Mon – Fri
9:00 am — 6:00 pm
Contact
Email
Simon@PlutusCryptoConsulting.com
Phone
(07725) 680177