Our services

Financial Asset Search

Executors have a duty to locate all the assets due to an estate and must be able to demonstrate that they have conducted a thorough search of where assets may have been held by the deceased.

Through our trusted partner EstateSearch, we can provide a comprehensive search for all assets that are due to an estate and offer Executors and Administrations peace of mind whilst fulfilling their professional duty.

The service helps to:

Perform due diligence when undertaking your duty as Executor or Administrator.
Reduce risk of locating assets in the future and incurring expensive legal costs.
Reduce administration time whilst ensuring all relevant financial institutions are contacted.
Uncover accounts and policies that may not have been known to the family or Executor.
Benefit from our expertise in inheritance recovery, asset reunification and data handling.
Detailed online reports provided, showing the next steps and status of each account.
Maximise estate value in a cost-efficient way.
Mitigate HMRC fines for understated Inheritance Tax.

We search a comprehensive list of banks, building societies, investment managers, share registrars, pension providers life assurance companies and more to uncover any type of account or policy.

The asset search will investigate the following institution types and aim to uncover lost, dormant or active accounts.

Banks & Building Societies
DWP search
Life Assurance
National Savings & Investments
Personal Pensions
Investments
Shares