Blog
Estatesearch now working with 1,800 law firms and over 200 Financial Institutions
Estatesearch are thrilled to now be working with 1,500 law firms and over 200 Financial Institutions, improving the way that they are able to handle Bereavement and Loss of capacity on behalf of Private Client professionals.
Improving Outcomes for Vulnerable People When Consumer Duty comes into Play
In this article, we discuss the new FCA’s consumer duty principle which comes into force from the 31st July 2023.
Case Study – Jones Whyte Solicitors
Jones Whyte Solicitors partners with Estatesearch to uncover assets in a £1M estate, providing vital support to vulnerable clients in complex probate cases
The Weirdest Things Left in Wills
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
Helping Financial Institutions Comply with Consumer Duty for Vulnerable People
How do you value shares for inheritance tax?
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.
Shares in Probate – what you need to know
Dealing with shares in probate can add an extra level of complexity to processes. Find out how our expert Share Services can help.
The Experian Unclaimed Asset Register is closing. Continue to uncover lost and dormant assets with Estatesearch
Estatesearch’s Financial Profile Premium has been enhanced in response to the decommissioning of the Experian Unclaimed Asset Register
Share Search
Working with Equiniti, Computershare and Link Asset Services our financial asset search includes reliable share data across the FTSE 100 and is currently being extended to cover FTSE 350 companies.
Active and Resigned Company Directorship Search
An active or resigned company directorship search will inform a personal representative of any current and previous appointments as a director, as well as the trading status of each registered company.
What is a Financial Asset Search (FAS)?
Did you know that there is reported to be up to £1.2 billion of unclaimed assets in UK bank accounts, a figure which is increasing annually?
The Importance of Carrying out an Anti Money Laundering Check on the Deceased when Administering an Estate
70% of firms are at risk by not conducting an Anti-Money Laundering Check on the Deceased when administering an estate.
Acquisition of Landmark Financial Asset Search
Estatesearch are delighted to announce our acquisition of Landmark Information’s Financial Asset Search.
British Wills & Probate Awards Success
Estatesearch win ‘Best Use of Technology’ at this years British Wills & Probate Awards.
Protecting Your Personal Data
As a Professional Executors or Deputy how can you protect your personal data from abuse when routinely sharing personal data and identity documents?
Timms Solicitors identify life insurance policy valued at £2,500
The Finanical Profile Service helps identify a previously unknown life insurance policy valued at £2,500
Morr & Co Solicitors identify additional assets
The Financial Profile Service has helped Morr & Co Solicitors identify additional assets in a number of difficult matters. Most recently £60,000 in an unknown bank account.