Digital Assets: The New Frontier for Private Client Planning

As our lives become increasingly digital, so do our assets. From cryptocurrency and online investment accounts to valuable digital content and cloud-stored intellectual property, “digital assets” are no longer niche, they’re becoming a routine part of many estates. 

Yet many clients still haven’t considered what happens to these assets if something unexpected occurs. 

For private client professionals, this raises some important questions: 

• Who can access these assets? 
• Are they properly documented in estate planning? 
• Do executors have the authority and information they need to manage them? 

Without clear planning, digital assets can easily be lost, inaccessible, or tied up in complex legal and technical issues. 
 
As advisers, it’s increasingly important that we prompt clients to think beyond traditional assets and ensure their digital footprint is accounted for within wills, LPAs, and estate planning more broadly. 
 
The digital world isn’t separate from our personal wealth anymore, it’s part of it. 

Talk to Emma Silkstone in our Private Client team for advice on how to plan for digital assets.