Financial Asset Search for the Living

Whether you are estate planning, writing a will, conducting a financial health questionnaire, or trying to reduce an inheritance tax bill, it’s vital that you are aware of all your client’s assets in order to do your job effectively.

With billions of pounds tied up in ‘lost’, ‘dormant’ or ‘inactive’ accounts in the UK, are you confident you have the full picture of your clients’ wealth?

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In 2019 the Bureau of Labour Statistics reported that, on average, a person changes jobs 11 times during their career, creating the potential for 11 different workplace pensions. Research has also shown that we move home up to nine times during our lifetime.

With accounts increasingly managed online, with little or no paper trail, it can be easy to forget where all your finances are and whether you’ve updated the address details on all your accounts.

For just £155 + VAT, the Financial Asset Search for a Living Person provides an efficient method of identifying your client’s assets, known or lost, providing you with a single, comprehensive report.

This unique service gives you peace of mind that you have taken steps to capture everything; first time, every time.

 

  • Active search of more than 140 banks, pension providers, investments, share registers, insurance providers and National Savings & Investments, covering over 400 Financial Instituiton brands
  • Full report of all responses and matches for accounts or policies delivered after 30 days
  • Notification of matches by email during the search and updates of further responses after the initial 30-day period
  • The report is backed by electronic ID verification via Yoti, the leading digital identity service trusted by Governments and major businesses


Easy ordering with the Estatesearch Portal

 

All orders can be placed securely online through our dedicated portal offering access to a variety of searches and services. There are no registration or subscription fees, so you only pay for what you need, when you need it.

 

To find out more about the portal and the full toolkit it provides, why not book a quick demo?

All products

Our Financial Asset Search for a Living person helps to identify the full extent of your clients' estate in life. It is a useful tool for professionals assisting with wealth management and estate planning.

£155 + VAT
  • Active search of potentially lost and forgotten assets
  • Comprehensive reporting
  • Helps to prevent fraud through robust ID verification
Register today
  • Financial Asset Searches have become an integral part of estate administration. We now commission these searches as a matter of course, and have found that it makes the task of information gathering infinitely less time-consuming and difficult. Tom Bottomley, Partner
  • I feel by using Estatesearch I am using all possible tools out there to provide the most comprehensive search of a deceased's assets to enable a complete and full administered estate from the get go. Leonie Adams, Director
  • The Estatesearch Financial Profile Service gives us a comprehensive and robust due diligence process at the click of a button. Using a combination of data and technology goes beyond what we could reasonably achieve otherwise and Estatesearch have helped us identify additional assets in difficult Court of Protection matters. Holly Chantler, Head of Private Client
  • Having used Estatesearch many times I have always found it to be really quick and easy and if any questions the team are always willing to help and discuss matters and have managed to find other accounts for other clients but with less in them which we are all extremely grateful for. Would highly recommend these are done when dealing with any financial matters. Lynne Ragoubi, Senior Accredited Paralegal
  • We're very happy with the services provided by Estatesearch and find the Financial Profile Service a valuable tool in assisting our clients. In one recent matter undertaking the search meant we discovered an additional £2,500 which we would have otherwise been unaware of, needless to say the beneficiaries were happy with the outcome. Jade Gani, Head of Private Client
  • The Financial Profile Service helps us demonstrate all reasonable due diligence in matters where we're appointed as Executors. In a recent matter the Report helped us identify additional assets which our client and the beneficiary greatly appreciated. Charlotte Day, Solicitor
  • The Estatesearch process is simple and accessing several services in one portal saves so much time. The Financial Profile Service is really useful and great value, supported by excellent customer service. As a firm regularly acting for overseas PRs the Search can be invaluable for discovering UK assets and liabilities. I wouldn’t hesitate in recommending the service to my clients. Helen Green, Solicitor
  • We use the Financial Profile Service when appointed as Executors to help us clearly demonstrate we’ve met all our statutory duties. The report is clear and easy to use, helping us quickly make targeted additional enquiries to secure estate assets when required. Rachel Roche, Solicitor Director
  • The Financial Profile Service helped us efficiently confirm all the estate accounts, and in our latest matter identified a historic pension adding greater value for the beneficiaries and our clients. Liyen Edin, Biscoes Solicitors
  • The Estatesearch team are always willing to go the extra mile to help us with our cases and enquiries, using their knowledge and expertise to help us deliver an excellent service while reducing costs for our clients. Michael Graham, Head of Private Client

Give us a call today, or send a message and we'll get back to you straight away.

0330 900 1700
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