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?
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.
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?
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.