In this article, we discuss the new FCA’s consumer duty principle which comes into force from the 31st July 2023.
Our new research reveals the weirdest things left in Wills and provides insight into the estate planning processes of 2,000 UK residents.
Helping Financial Institutions Comply with Consumer Duty for Vulnerable People
Valuing shares for inheritance tax can be complex and time-consuming, with hidden pitfalls and liability risks. In this article we dive into Estatesearch’s Share Services.
Dealing with shares in probate can add an extra level of complexity to processes. Find out how our expert Share Services can help.
Estatesearch’s Financial Profile Premium has been enhanced in response to the decommissioning of the Experian Unclaimed Asset Register
Estatesearch are delighted to announce our acquisition of Landmark Information’s Financial Asset Search.
Estatesearch win ‘Best Use of Technology’ at this years British Wills & Probate Awards.
