Private Client ServicesThe importance of an Asset & Liability search
Probate practitioners should be aware of the potential consequences of failing to identify all financial assets during an estate administration.
Please note: Administrators or Executors failing to comply with the new Inheritance Tax (IHT) penalty regime risk having to pay penalties and additional tax. The firms advising them could face claims for negligence.
It is vital that practitioners properly inform Administrators or Executors on asset identification and of the potential consequences of inaccurate IHT returns.
What will the search cover?
Over 450 financial institutions
Share registrars
Pension providers and insurers
Liability Search
We also offer a Premium search which expands on the standard search and includes the following:
Anti-money laundering
Company Directorships
Property Ownership Search
Unclaimed Asset Register Search
For an additional fee, our search can be widened to include financial institutions in the Channel Islands & Isle of Man, as well as a digital assets which covers the following areas; Cryptocurrency, finance service providers, online gambling accounts and money management & transfers.
The search for missing or unclaimed assets will take 30 working days to complete, however updates are available during the search at your request. You will be notified if any further findings or positive responses are received after this period.
Asset & Liability search for living clients
Under Lasting Power of Attorney or Court of Protection Orders, we can also offer an asset search to assist deputies locate assets for living clients.
The search draws together our resources to check for unclaimed and missing assets, and check for funds that may have been overlooked or deposited in unknown accounts.
This search takes 30 working days to complete and you will be notified if any further findings or positive responses are received after this period.
How to order an Asset & Liability search:
Kindly complete the online form below and we will confirm our costs before proceeding with the search.
Explore a range of related services that we offer
Locate Missing Beneficiaries
We expertly trace missing heirs to ensure estates are distributed correctly and legally. Using specialist tools and a global research network, we locate entitled beneficiaries, even in the most complex cases of intestacy or partial information.
Administrator Search
When an estate lacks an executor or will, we help identify and appoint an appropriate administrator. This service ensures smooth probate proceedings and legal compliance, particularly in cases of intestacy or contested estates.
Executry Services in Scotland
We offer full support for executry (Scottish probate) matters, including heir tracing, family tree reconstruction, and asset verification. Our Scotland-based specialists ensure all work is compliant with Scots law and local court procedures.
International Asset Services
Our international research team locates and recovers foreign-held assets, including property, bank accounts, and investments. We ensure overseas estates are thoroughly investigated and assets are repatriated efficiently and legally.
Will Searches
We conduct comprehensive will searches through official registries, law firms, and private archives to confirm whether a valid will exists. This reduces the risk of misadministration and helps resolve estate matters with confidence.
Missing Document Service
If vital documents such as birth, death, marriage, or probate records are missing, our team can locate and retrieve certified copies. This service supports accurate estate administration and reduces delays in probate processing.
Family Tree Verification
We produce and verify family trees to establish rightful heirs, particularly in cases of intestacy. Our findings are supported by official documentation and are accepted by legal professionals and the courts.
Court of Protection Research Services
Our researchers assist deputies, solicitors, and public bodies in identifying next of kin and establishing family links for vulnerable individuals under Court of Protection. This service supports responsible decision-making and legal compliance.
Trustee Research
We trace and verify current or historical trustees for estates, trusts, or charitable entities. This ensures legal representatives can proceed with estate matters where trust arrangements are involved or unclear.
Overseas Bankruptcy Searches
Our team performs thorough international bankruptcy checks to confirm whether heirs are financially eligible to inherit. This service protects personal representatives from liability and ensures transparent distribution.
Asset & Liability Search
We uncover known and hidden assets in the UK and abroad, including bank accounts, property, pensions, and shares. Our comprehensive search helps maximise estate value and ensures all entitlements are accounted for.
Section 27 Trustee Act Notices & Insurance
We manage the placement of Section 27 notices and offer advice on missing beneficiary indemnity insurance. These services protect personal representatives from future claims and ensure estates are settled with legal safeguards in place.
Locate Missing Beneficiaries
We expertly trace missing heirs to ensure estates are distributed correctly and legally. Using specialist tools and a global research network, we locate entitled beneficiaries, even in the most complex cases of intestacy or partial information.
Administrator Search
When an estate lacks an executor or will, we help identify and appoint an appropriate administrator. This service ensures smooth probate proceedings and legal compliance, particularly in cases of intestacy or contested estates.
Executry Services in Scotland
We offer full support for executry (Scottish probate) matters, including heir tracing, family tree reconstruction, and asset verification. Our Scotland-based specialists ensure all work is compliant with Scots law and local court procedures.
International Asset Services
Our international research team locates and recovers foreign-held assets, including property, bank accounts, and investments. We ensure overseas estates are thoroughly investigated and assets are repatriated efficiently and legally.
Will Searches
We conduct comprehensive will searches through official registries, law firms, and private archives to confirm whether a valid will exists. This reduces the risk of misadministration and helps resolve estate matters with confidence.
Missing Document Service
If vital documents such as birth, death, marriage, or probate records are missing, our team can locate and retrieve certified copies. This service supports accurate estate administration and reduces delays in probate processing.
Family Tree Verification
We produce and verify family trees to establish rightful heirs, particularly in cases of intestacy. Our findings are supported by official documentation and are accepted by legal professionals and the courts.
Court of Protection Research Services
Our researchers assist deputies, solicitors, and public bodies in identifying next of kin and establishing family links for vulnerable individuals under Court of Protection. This service supports responsible decision-making and legal compliance.
Trustee Research
We trace and verify current or historical trustees for estates, trusts, or charitable entities. This ensures legal representatives can proceed with estate matters where trust arrangements are involved or unclear.
Overseas Bankruptcy Searches
Our team performs thorough international bankruptcy checks to confirm whether heirs are financially eligible to inherit. This service protects personal representatives from liability and ensures transparent distribution.
Asset & Liability Search
We uncover known and hidden assets in the UK and abroad, including bank accounts, property, pensions, and shares. Our comprehensive search helps maximise estate value and ensures all entitlements are accounted for.
Section 27 Trustee Act Notices & Insurance
We manage the placement of Section 27 notices and offer advice on missing beneficiary indemnity insurance. These services protect personal representatives from future claims and ensure estates are settled with legal safeguards in place.
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