Crypto Inheritance Planning for UK Advisers, IFAs, Solicitors & Accountants

Help your clients with crypto security and inheritance planning — without taking on operational risk, regulated advice exposure, or technical work outside your scope. Bitzo provides verification, documentation, and coordination. You stay in your lane.

Why advisers work with Bitzo

  • Stay non-custodial. You do not handle keys. We do not handle keys. The client retains control.
  • Stay outside regulated advice. Bitzo provides operational coordination, not investment, legal, or tax advice. Your scope is unchanged.
  • Stay credible with HNW clients. A documented, audit-ready process is what your clients expect on every other asset class. Crypto should be no different.
  • Get paid for the introduction. Our Partner Programme includes referral codes and tiered commission.

What Bitzo provides for advisers

  • Discovery questions you can use to start the crypto conversation safely.
  • Suggested wording to describe Bitzo to clients without straying into regulated territory.
  • Co-branded materials (Partner Suite) for your firm's clients.
  • Policy Pack documentation aligned with wills, trusts, and probate.
  • Verified recovery workflow with audit trails for fiduciary oversight.
  • Tiered commission on referred client subscriptions.

What Bitzo does not provide

Bitzo does not provide financial advice, tax advice, or legal advice. Bitzo does not take custody of crypto, fiat, or any client asset. Bitzo does not hold seed phrases, private keys, or wallet credentials. Advisers should continue to handle regulated matters through appropriate channels.

How an adviser referral works

  1. Join the Partner Programme — apply here. We verify your firm and issue a partner code.
  2. Refer clients with your unique link. Referrals are tracked for 90 days.
  3. We handle the operational work — discovery, architecture, verification, documentation, ongoing review.
  4. You stay informed via the Partner Suite. We coordinate with you on anything that touches your scope.
  5. You earn commission on subscriptions, paid on a tiered basis.

Who this works for

  • IFAs and wealth managers with HNW clients who hold crypto.
  • STEP solicitors and private client lawyers handling estates with digital assets.
  • Accountants whose clients need HMRC-ready record-keeping for crypto.
  • Family offices coordinating multi-generational digital asset planning.

Common questions

Do you provide financial or tax advice?

No. Bitzo provides operational coordination for crypto inheritance and recovery. We do not provide financial, legal, or tax advice. Advisers should continue to handle those matters through appropriate channels.

Do you ever take custody or request seed phrases?

Never. Bitzo is entirely non-custodial. We never hold, store, or request private keys or seed phrases. We coordinate people and process — assets remain under the client's control.

What can I say to clients safely?

You can explain that Bitzo provides verification, documentation, and coordination services for crypto inheritance planning. We provide suggested wording and discovery questions to help you discuss the service without straying into regulated territory.

How does verification work for executors?

When recovery is triggered, we verify executor identity and authority through recorded calls, rotating codes, and cross-referencing against the Policy Pack and legal documentation. Every step is logged with full audit trails.

Can we align this with an existing will or trust process?

Yes. Bitzo's documentation is designed to complement existing estate planning. The Policy Pack can reference trust structures, will provisions, and named executors to ensure smooth handover.

Do you support multisig and hardware wallets?

Yes. We document wallet architecture including multisig setups, hardware wallets, and signing requirements. Our recovery workflows are designed to work with any wallet configuration the client uses.

Related insights for advisers

Next step

Apply to the Partner Programme or book a 20-minute introduction call to see if Bitzo fits your client base.