Should our crypto be held in a company?

Sometimes. Corporate holding changes the rate, the loss regime, the extraction cost and the inheritance tax position, and the right answer depends on holding period, income profile and what happens on exit. It is an analysis, not a default.

Can you work with our existing auditors and administrators?

Yes. Much of this work is producing the schedules, methodology notes and reconciliations that the audit and administration process needs.

How do you handle assets with no reliable price feed?

With a documented hierarchy: primary venue price where one exists, then a defensible alternative, then a disclosed valuation basis. What matters is that the method is consistent and evidenced.

Do you advise on token issuance and contributor compensation?

Yes, covering the employment tax and payroll consequences of token compensation, vesting, and the treatment of treasury allocations.

UK crypto tax specialists

Crypto Tax for Funds, Family Offices and Institutions

Institutional crypto positions need reporting that survives audit, not a portfolio tracker export. We handle entity-level treatment, treasury reporting and investor documentation.

HMRC Cryptoasset Manual applied line by line
Timestamped pricing feeds for every valuation
Pooling and the 30-day rule handled correctly

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Institutional crypto reporting is a different discipline from personal compliance. The question is rarely what tax is due on a disposal; it is how the position is characterised across the entity structure, how it is valued and evidenced at each reporting date, and whether the output survives audit, investor scrutiny and an HMRC review of the same period years later.

Who we act for

Funds and investment vehicles with digital asset exposure, whether direct, through derivatives, or through venture positions in tokens.
Family offices managing crypto alongside conventional portfolios, trusts and property.
Corporate treasuries holding digital assets on balance sheet.
Web3 businesses, protocols and foundations with token treasuries and contributor compensation in tokens.

What the work covers

Entity and situs analysis. Where the assets are treated as located, which entity holds them, and what that means for corporation tax, capital gains and, for individuals behind the structure, inheritance tax.
Characterisation. Trading versus investment at entity level, the loan relationship and derivative contract rules where relevant, and the treatment of staking, lending and liquidity provision income.
Valuation and evidence. A documented, consistently applied pricing methodology with retained sources, so a valuation taken three years ago can still be defended.
Reporting. Statutory accounts disclosure, corporation tax computations, investor reporting packs and audit support.
Governance. Wallet and custody records, transfer authorisation trails, and a reconciliation process that runs monthly rather than at year end.

Why generic crypto tax software is not enough here

Consumer tools are built around a single individual, a handful of exchanges and a capital gains output. They do not model an entity structure, do not produce a corporation tax computation, do not handle intra-group transfers without treating them as disposals, and do not generate evidence an auditor will accept. We use software where it helps with data ingestion and take the technical positions ourselves.

Answers

Frequently asked questions

Next step

Book your free crypto tax review

Let's find out what you actually owe — not what you think you might. A 30-minute call is usually all it takes.

Schedule your free call +44 7454 539583

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Get a fixed quote for crypto tax for funds, family offices and institutions

Tell us which exchanges and wallets you use and roughly how many transactions you have. We'll come back with a fixed fee and a realistic timeline.

HMRC Cryptoasset Manual applied line by line
Timestamped pricing feeds for every valuation
Pooling and the 30-day rule handled correctly