Inheritance Data

Wishing all of our clients, partners, friends and those that have supported us over the last year a very Merry Christmas and Happy New year.

What an incredible year we have had here at Inheritance Data, new services, new partners, new platform, new clients, new team members and even a new award.

We wish you all the very best for 2023 and look forward to working with you.

We already have some exciting announcements to come so watch this space.

We are delighted to announce the launch of our new look platform and the first in a series of new partnerships.

We have great pleasure in sharing that we have partnered with The National Will Register to offer a comprehensive Will search seamlessly through our portal. This is the first in a series of new services and partners that will be announced over the coming month.

For a free demonstration of our platform or for more information, please contact Darren on 01603 673250 or email [email protected].

Exciting update coming.

Our system shall be unavailable for approximately one hour whilst we make some important changes. For any queries, call us on 01603 673250 or email [email protected].

Financial Asset Search – not sure you need one?

Did you know…

An estimated 2.5% of all shares are ‘lost’!

If you are an executor of an estate for anyone who was old enough and lucky enough to have a few quid in the 1980’s to invest, then a financial asset search is definitely worth your while.

There is an estimated £1 billion in lost FTSE 100 shares and dividends, waiting to be claimed. Lost shares particularly affect anyone who invested in major infrastructure and resources, for example, when Margaret Thatcher privatised state-run companies. These private companies were later acquired or merged, and shares went into a limbo existence.

Get in touch with Inheritance Data to see how we can help you.

Visit our website www.inheritancedata.co.uk or call 01603 673250

Duties as an executor

As executor, you have several responsibilities and duties. It’s crucial to fulfil your obligations correctly, as you are legally responsible for administering the estate in accordance with the will and law.

Failure to do so can leave you personally liable.
One of your duties as an executor includes searching for known, unclaimed or lost assets. This involves contacting all relevant financial institutions and gathering accurate information on the deceased’s estate.

You may not know where to start or have the time to do this. If this sounds like you, you may benefit from the Inheritance Data Financial Asset Search service.

We offer a fully tailored Financial Asset Search that maximises search efforts, exposes lost accounts or life assurance policies, and minimises your liability as executor.

By ensuring you have the most reliable and in-depth information about the deceased’s assets, it significantly cuts the risk of your financial liability for an error that results in a loss to the estate or potential legal costs over an inheritance dispute.

Get in touch with Inheritance Data to see how we can help you.

Visit our website www.inheritancedata.co.uk or call 01603 673250

Financial Asset Search – not sure you need one?

Did you know….

Those born in the 1930s or 40s might have had a distrust of financial institutions due to the Depression and wartime, meaning they didn’t keep their hard-earned money in the one place.

Finding money across multiple or forgotten about accounts is one challenge executors must face.

For older couples, it was also traditional for men to work and for women to be homemakers. Women tend to live longer than men do but might not have overseen their joint or personally owned finances.

A Financial Asset Search can uncover any hidden accounts.

Get in touch with Inheritance Data to see how we can help you.

Visit our website www.inheritancedata.co.uk or call 01603 673250

Get peace of mind.

An executor is responsible in perpetuity for administering an estate. This means that, should a case need to be reopened, it would be at the executors expense.

HMRC would also need to be informed regarding any inheritance tax liability and there could be a risk of fines.

However, completing a Financial Asset Search ensures that, if an additional asset is subsequently discovered, the executor can demonstrate that they have discharged their duty to search for assets and the financial institute is at fault for failing to disclose the asset. This also negates any potential issue with HMRC regarding inheritance tax.

Get in touch with Inheritance Data to see how we can help you.

Visit our website www.inheritancedata.co.uk or call 01603 673250

Reduce administration time.

Being an executor of a will can be very time consuming

Writing letters to all relevant financial institutions looking for assets takes a considerable amount of time.

Inheritance data financial asset search service contacts all those financial institutions on behalf of the executor requesting a complete search of their databases for one fixed fee.

One simple form and your request is sent to 200 financial institutions looking for any accounts or policy type whether it may be lost, dormant or still active.

Get in touch with Inheritance Data to see how we can help you.

Visit our website www.inheritancedata.co.uk or call 01603 673250

Unclaimed assets are increasing every year

There is an estimated £200 billion in dormant accounts held by UK financial institutions. Whether it is from banks or building societies, shares and dividends on the Financial Times Stock Exchange, life policies or premium bonds dating as far back as the 1950s.

The figure is increasing year-on-year as executors are not aware of bank accounts and pension pots that, during lifetime of the now deceased, became “lost”.

If people forget about accounts and the company cannot get in touch with the owner, then unclaimed money can be transferred to the State after 15 years. Companies grow, merge, go bust and change names, and people change jobs and can hold a number of accounts and policies, making it difficult to focus your efforts in the right place.

Our tracing service looks in all possible corners to uncover lost wealth.

Get in touch with Inheritance Data to see how we can help you.

Visit our website www.inheritancedata.co.uk or call 01603 673250

Why Choose Us?
Inheritance Data have been helping executors and will and probate professionals for over 25 years.
We provide peace of mind at a difficult time, helping you through the practicalities and due diligence needed.
We give you access to innovative digital technology and databases otherwise difficult to access
We have the experience, knowledge links to traditional searching methods.
Which gives us overall expertise in tracing hidden accounts and policies
To register for FREE, visit our secure platform via www.inheritancedata.co.uk or call an experienced member of our team on 01603 673250

Financial Asset Search – not sure you need one?

Did you know…

The 1980s and 90s was a big period of change for employees who had the choice to opt out of State pensions and transfer into private company pensions.

This provided more personal control over one’s finances, but it also meant it was easy to forget about a pension they were not used to self-managing. Unless your loved one took control of their pension when they changed jobs, it remained with the previous employer’s scheme.

Unlike, dormant bank accounts, this money will remain open for a beneficiary to claim indefinitely and so it’s worth checking if this applies to your loved ones’ estate.

Get in touch with Inheritance Data to see how we can help you.

Visit our website www.inheritancedata.co.uk or call 01603 673250

Here's Mays measures of impact with more outstanding market results!

We are so proud of the charity work we have been involved in this month achieving over a 100 mile bike ride.

Inheritance Data have been helping executors and will and probate professionals for over 25 years.
We provide peace of mind at a difficult time, helping you through the practicalities and due diligence needed.

To register for FREE, visit our secure platform via www.inheritancedata.co.uk or call an experienced member of our team on 01603 673250

We take the complexity out of this task and with One simple form through our online portal, we do all the hard work.

Simply upload all relevant data about the deceased such as name, previous addresses, date of birth, date of death, NI, previous occupations along with a death certificate and letter of authority and we submit this to all financial institutions.

Once submitted you will be able to view your report 24/7 through our online portal.

Each report shows all institutions that have responded along with any details to help the claiming process.

For more information or to schedule a call with one of our team. Visit our website www.inheritancedata.co.uk or call 01603 673250

Why Choose Us?

Inheritance Data have been helping executors and will and probate professionals for over 25 years.

We provide peace of mind at a difficult time, helping you through the practicalities and due diligence needed.

We give you access to innovative digital technology and databases otherwise difficult to access

We have the experience, knowledge links to traditional searching methods.

Which gives us overall expertise in tracing hidden accounts and policies

To register for FREE, visit our secure platform via www.inheritancedata.co.uk or call an experienced member of our team on 01603 673250

Get peace of mind.
All our clients receive a fixed fee irrespective of value of assets located.

Inheritance Data have been helping executors and will and probate professionals for over 25 years.

We provide peace of mind at a difficult time, helping you through the practicalities and due diligence needed.

We give you access to innovative digital technology and databases from 200+ Financial institutions.

When becoming a client you receive a £10,000. Backed warranty for 10 years and our in house admin team check all responses &. Verify any idiosyncrasies and non-responses for you.


To register for FREE, visit our secure platform via www.inheritancedata.co.uk or call an experienced member of our team on 01603 673250

what does our financial asset search cover?

Our asset search platform links together several databases to ensure a comprehensive search is undertaken. It covers the following key areas;

• Banks & Building Societies
• Personal pensions
• Department for work & pensions search
• Investments
• Life assurance
• Shares
• National Savings & investments

Get in touch with Inheritance Data to see how we can help you.

Visit our website www.inheritancedata.co.uk or call 01603 673250

Financial Asset Search – not sure you need one?
Here’s Why..

We can find money across multiple or forgotten about accounts with exclusive rights to search Share Registers, including Equiniti, Link & Computer share.

Our exclusive database search leaves no asset unturned with 97%. Of searches submitted returning at least one positive ‘Match’. Over 56% of searches submitted reveal at least one previously unknown Asset.

Get in touch with Inheritance Data to see how we can help you today.

To register for FREE, visit our secure platform via www.inheritancedata.co.uk or call an experienced member of our team on 01603 673250

Unclaimed assets are increasing every year.

There is an estimated £640 Million in dormant share registers & another 1.34 Billion held by Banks & Building Societies .

These figure are increasing year-on-year as executors are not aware of bank accounts and pension pots that, during lifetime of the now deceased, became “lost”.

Whether it is from banks or building societies, shares and dividends on the Financial Times Stock Exchange, life policies or premium bonds dating as far back as the 1950s.

Unclaimed money can be transferred to the State after 15 years. Companies grow, merge, go bust and change names, and people change jobs and can hold a number of accounts and policies, making it difficult to focus your efforts in the right place.

Our tracing service looks in all possible corners to uncover lost wealth.

Get in touch with Inheritance Data to see how we can help you.

To register for FREE, visit our secure platform via www.inheritancedata.co.uk or call an experienced member of our team on 01603 673250