Inheritance Data

Wishing all of our clients, partners, friends and those that have supported us over the last year a very Merry Christmas and Happy New year.

What an incredible year we have had here at Inheritance Data, new services, new partners, new platform, new clients, new team members and even a new award.

We wish you all the very best for 2023 and look forward to working with you.

We already have some exciting announcements to come so watch this space.

Financial Asset Search – not sure you need one?

Did you know…

An estimated 2.5% of all shares are ‘lost’!

If you are an executor of an estate for anyone who was old enough and lucky enough to have a few quid in the 1980’s to invest, then a financial asset search is definitely worth your while.

There is an estimated £1 billion in lost FTSE 100 shares and dividends, waiting to be claimed. Lost shares particularly affect anyone who invested in major infrastructure and resources, for example, when Margaret Thatcher privatised state-run companies. These private companies were later acquired or merged, and shares went into a limbo existence.

Get in touch with Inheritance Data to see how we can help you.

Visit our website www.inheritancedata.co.uk or call 01603 673250

Get peace of mind.

An executor is responsible in perpetuity for administering an estate. This means that, should a case need to be reopened, it would be at the executors expense.

HMRC would also need to be informed regarding any inheritance tax liability and there could be a risk of fines.

However, completing a Financial Asset Search ensures that, if an additional asset is subsequently discovered, the executor can demonstrate that they have discharged their duty to search for assets and the financial institute is at fault for failing to disclose the asset. This also negates any potential issue with HMRC regarding inheritance tax.

Get in touch with Inheritance Data to see how we can help you.

Visit our website www.inheritancedata.co.uk or call 01603 673250

Reduce administration time.

Being an executor of a will can be very time consuming

Writing letters to all relevant financial institutions looking for assets takes a considerable amount of time.

Inheritance data financial asset search service contacts all those financial institutions on behalf of the executor requesting a complete search of their databases for one fixed fee.

One simple form and your request is sent to 200 financial institutions looking for any accounts or policy type whether it may be lost, dormant or still active.

Get in touch with Inheritance Data to see how we can help you.

Visit our website www.inheritancedata.co.uk or call 01603 673250

Why Choose Us?
Inheritance Data have been helping executors and will and probate professionals for over 25 years.
We provide peace of mind at a difficult time, helping you through the practicalities and due diligence needed.
We give you access to innovative digital technology and databases otherwise difficult to access
We have the experience, knowledge links to traditional searching methods.
Which gives us overall expertise in tracing hidden accounts and policies
To register for FREE, visit our secure platform via www.inheritancedata.co.uk or call an experienced member of our team on 01603 673250