Missing Asset Search
Our 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.
The importance of an 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.
What will the search cover?
- Over 150 financial institutions
- Share registrars
- Pension providers and insurers
- 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.
For further information on this service, please contact
Andrew Ritson
Legal Support Services Manager
Call free on 0800 085 8796 (UK only) or +44 20 7490 4935
Email: [email protected]
Asset 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 up to 50 days to complete and you will be notified if any further findings or positive responses are received after this period.
This service is only available in England and Wales.
Missing Asset Search Cost
For deceased and living clientsHow to order a UK Missing Asset Search:
For estate administrators/deceased clients:
– 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
For LPA/COP deputies/living clients:
– 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