Our Digital Assets Search is available to order alongside our Financial Profile Searches, extending enquiries to an additional 51 organisations and online service providers.
Digital Assets are increasingly common in estate administration as technology continues to expand into our modern lives. Digital Assets can be defined as “anything that someone owns that exists in a digital format”. Some of these may hold financial value and should be considered part of the deceased’s estate.
Identifying digital assets is an area of increasing importance, particularly where there might be IHT implications, and the estate accounts might include funds in gambling accounts or as cryptocurrency. Not all online providers are regulated by the Financial Conduct Authority which can make discovery more challenging.
By choosing our Digital Assets Search alongside your Financial Profile Search, you can extend your estate identification process to an additional 51 organisations and online service providers.
Our search includes
* Not all online service providers are regulated by the Financial Conduct Authority which can make enquiries more challenging. Providers may come under alternative regulation, others may be based outside the UK or be unregulated which can present difficulties for Personal Representatives accessing information. Our search focusses on those FCA regulated firms only.
Available to order alongside our Financial Profile Search, the Digital Assets Bolt-On supports your due diligence processes, extending your audit trail to include accounts which may be only accessible online.