Using our deep understanding of the dormant asset landscape and knowledge of the required documentation for recovery from financial institutions, we support executors through the process of asset recovery.
Legacy Location and Repatriation: Locating unclaimed and dormant financial assets and repatriating them to the rightful beneficiaries.
Obtaining Documentation: Sourcing UK documentation, including birth and death certificates, probate, and Will papers.
Tracing Beneficiaries to Unclaimed Estates: Finding lost beneficiaries to ensure they receive any rightful inheritance.
With the process of obtaining unclaimed assets due to estates, and obtaining the relevant documentation for financial institutions to release funds.
With various aspects of estate administration. We can identify unclaimed assets and obtain the relevant documentation. We can also assist with beneficiary location.
In identifying unclaimed assets due to an estate where they are the residuary beneficiary.
£50 billion unclaimed or lost assets held by financial institutions
£10 million recovered by Perane and distributed
£965,000 inheritance recovered for just 1 client