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With pension funds set to fall within the scope of Inheritance Tax from April 2027, private client firms face new challenges in identifying assets, calculating IHT liabilities and managing estate administration. Ben Furlong explores how asset searches and specialist technology can help legal teams prepare.

Berry & Lamberts Solicitors explains how Estatesearch supports thorough probate due diligence, from financial asset and liability searches to Section 27 Notices and pre-distribution bankruptcy checks. The case study highlights practical benefits for executors, beneficiaries and private client teams, including clearer audit trails, streamlined administration and the identification of previously unknown assets.

As more people live, work and retire overseas, identifying every asset within an estate is becoming increasingly complex. Estatesearch’s new International Financial Profile Search helps legal professionals extend due diligence beyond the UK, reducing the risk of missed overseas assets and supporting more confident estate administration.

Estate administration is becoming increasingly complex, with hidden assets, incomplete records, and growing expectations around due diligence. Here’s how Jones Whyte Solicitors use Estatesearch to mitigate risk, uncover unknown assets, and support clients with confidence.

Estatesearch team members will take on a 26.2-mile Macmillan Mighty Hike this summer, raising funds to support people living with cancer while honouring personal connections to the cause.

Legal technology is increasingly helping private client teams manage probate efficiently while protecting both firms and clients. CJCH Solicitors explains how Estatesearch supports their modern approach.

We spoke with Sian Flanagan, Securities Manager at Estatesearch, to learn more about share valuation, sale and transfer during estate administration.

Meet the Estatesearch leadership team driving growth across legal and financial services. Discover our culture, values, and the people behind our award winning success.

A case study exploring how Estatesearch technology supports RIAA Barker Gillette in probate cases through asset searches and due diligence.

A new Estatesearch survey reveals that 70 percent of firms now have a defined policy to identify estate assets, reflecting the sector’s growing focus on due diligence and modern digital discovery tools. With rising adoption of Financial Asset Searches and strong client feedback, the findings highlight how technology is reshaping estate administration.

Estatesearch has enhanced its asset search offering, allowing UK solicitors to request additional searches in the US and Canada. This expansion supports private client professionals managing estates with North American connections, ensuring a more complete due diligence process.

UHY Hacker Young, one of the UK’s leading chartered accountancy groups, is enhancing its probate and estate administration services through Estatesearch and Exizent. Discover how these digital tools streamline asset discovery, simplify IHT 400 form completion, and support families with expert, compassionate care during estate administration.

When a complex estate case landed on the desk of Anthony Collins Solicitors, a Financial Profile search from Estatesearch uncovered £629,000 in hidden assets, ensuring fair distribution and peace of mind for their client.

Estatesearch has been honoured with two major awards at the 2025 British Wills and Probate Awards, recognising innovation, collaboration, and excellence across the legal sector.

Southeast Legacies, a family-run firm specialising in Wills and probate, shares how Estatesearch’s Will Bank Management helps them maintain client trust, streamline updates, and deliver ongoing care that extends far beyond traditional estate planning.

AI adoption in legal services took centre stage at the Legal Technology Conference 2025. From risks of bias and exclusion to breakthroughs in efficiency and access to justice, Aleks Tomczyk reflects on how Scotland’s legal community is harnessing artificial intelligence.

Estatesearch has further enhanced security on its ordering platform by introducing the option for multifactor authentication (MFA).

Jackson Lees Group demonstrates best practice in probate by using Estatesearch’s Financial Profile Search to identify all assets and liabilities. This proactive approach ensures no accounts are overlooked, helping families avoid inheritance tax complications while offering reassurance during estate administration.

Probate property often needs fast, reliable insurance. Walker Laird explains how Estatesearch’s Estatesure service streamlines unoccupied property cover, reduces risk, and protects clients with speed and confidence.

The Will Company partnered with Estatesearch to streamline Will Bank management, reduce wasted costs, improve GDPR compliance, and uncover new business opportunities.

When Elite Law Solicitors recommended a Financial Profile Search, they uncovered a hidden account with £270,000. The discovery changed everything—relieving financial stress and helping the beneficiaries remain in their home. A powerful example of how tailored advice and the right tools protect estates and families.