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Wealth99 was founded in 2017 with a vision to unlock new wealth opportunities for the 99%. We are a passionate and experienced team that believes blockchain technology, tokenization, and fractional ownership will change the way people build their wealth.

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The tax-efficient way to diversify into crypto

As the performance of traditional wealth assets continues to decline, diversification into crypto continues to rise. In fact, as of February 2021, as many as 9.8 million Britons owned crypto. With crypto fast becoming a valuable addition to any savvy investor’s portfolio, it’s ever more important to consider the tax implications.

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Why tax-efficient diversification?

If you want to make the most of your money, tax-efficient investing is a must. In a recent study, the Schwab Center for Financial Research found that – while asset selection and asset allocation are key –  minimising the amount of taxes you pay also has a significant effect on your returns. That’s why, at Wealth99, we want to ensure our clients know their tax obligations. So they can diversify into crypto as tax-efficiently as possible.

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What are your tax obligations when it comes to crypto?

Capital gains tax 

HM Revenue & Customs recognises crypto as an asset, not a currency. This means you’ll need to pay capital gains tax on any profits you make when buying and selling crypto. 

Crypto and your tax return 

Your crypto investments need to be included on your tax return, and you’ll likely receive a nudge letter from HM Revenue & Customs reminding you to do this. 

Why choose to purchase crypto with Wealth99?

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Network of specialists 

While we don’t offer tax advice ourselves, we work with several firms who do. If you’d like to be introduced to a specialist accountant, you can click here.

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Smart Tax Tools

Our integration with Koinly allows us to offer our clients tax compliance software that enables them to report digital asset transactions and calculate capital gains easily.

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Wide investment options 

Through our platform, you can choose to invest in crypto via your SSAS Pension, A Directors Loan ISA and (coming soon) A SIPP.   

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World-class education  

Wealth99 is focused on helping our clients build their knowledge of alternative assets. So we work hard to make sure they’re aware of the tax implications of holding their crypto. 

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Long-term support

We’re here to support our clients to become tax-savvy investors. Investors with a long-term view – prepared to embrace possible short-term volatility, for the prospect of future growth.

Ready to take the next step?

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Frequently Asked Questions

Why choose to diversify your portfolio with Wealth99?

Our mission is to make investing in alternative assets easy. So from our industry-leading support to our world-class security, our standard-setting compliance to user-friendly platform – everything we do is designed to give you a smooth and seamless experience. 

I don’t have an SSAS, ISA or SIPP yet. How do I set one up?

We can help you with that. We work with several established and reputable specialist providers. They’ll assess your suitability and help you set up your tax-efficient route. Then once you’ve completed that step, you can set up your own account on the Wealth99 platform. And if you have any questions along the way, you can always talk to our specialist  team. 

What fees are involved? 

Wealth99 doesn’t charge any establishment or set-up fees, or any admin fees. We do include a purchasing fee of less than 1%. 

Is Wealth99 secure?

At Wealth99, the safety and security of our customers’ assets is our highest priority. We follow strict offline storage protocols which have been proven to be industry best-practice. We utilise the services of Bitgo, a world-class custody company, and we’ve been independently awarded an international  A+ security certification. To learn more about your Wealth99 account’s security, click here.

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