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Private Client Services

Unclaimed Assets Tracing Services (Canada, USA, UK)

Our unclaimed asset search draws together all the resources that can currently be checked for unclaimed or missing assets and will help you check for funds that may have been overlooked or deposited in accounts that have been forgotten.
Contact us today for a free, bespoke quotation [email protected]

The importance of a missing asset 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.

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What will the search cover?

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Over 150 financial institutions

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Share registrars

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Pension providers and insurers

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Credit Reference Agency Data

The search for missing or unclaimed assets will take up to 50 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.

How to order a Missing Asset Search:

Kindly complete the online form, or download the relevant PDFs from the sections below and follow the provided instructions.

  • Download(164kb) and complete the application form or enquire below.
  • Return the completed form to us along with a certified copy of the Deceased’s death certificate
  • We will confirm our costs before proceeding with the search
  • Please return completed forms to: [email protected]
  • Download(90kb) and complete the application form (must be signed by the named deputy/attorney)
  • Return the completed form along with a copy of the Court of Protection Order or Lasting Power of Attorney (each page must be certified)
  • We will confirm the costs before proceeding with the search and send a copy of our Letter of Authority to be signed by the appointed Deputy or Attorney
  • Please return completed forms to: [email protected]

Missing Asset Search Form

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