Financial Asset Search

  • £160 + VAT (with a free Liability Search for Insuristic Customers)
  • Clear Concise Reports
  • Easy and quick to do
  • One off fee with no subscriptions
  • All searches proteteced by a warranty up to £10,000
Financial Asset Search

Insuristic has partnered with Inheritance Data to provide a Financial Asset Search for our clients and website visitors. Insuristic does not receive any commission for this, it is just a service to help you.

How does a Financial Asset Search help you?

Executors have a duty to locate all the assets due to an estate and must be able to demonstrate that they have conducted a thorough search of where assets may have been held by the deceased. 

Inheritance Data offer a comprehensive search for all assets that are due to an estate and offer Executors and Administrations peace of mind whilst fulfilling their professional duty.

Inheritance Data's service helps you:

  • Perform due diligence when undertaking your duty as Executor or Administrator.
  • Reduce risk of locating assets in the future and incurring expensive legal costs.
  • Reduce administration time whilst ensuring all relevant financial institutions are contacted.
  • Uncover accounts & policies that may not have been known to the family or Executor.
  • Benefit from their expertise in inheritance recovery, asset reunification and data handling.
  • Maximise estate value in a cost-efficient way.
  • Mitigate HMRC fines for understated Inheritance Tax.

Inheritance Data will search a comprehensive list of banks, building societies, investment managers, share registrars, pension providers life assurance companies and more to uncover any type of account or policy.

The asset search will investigate the following institution types and aim to uncover lost, dormant or active accounts: 

  • Banks & Building Societies
  • DWP search
  • Life Assurance
  • National Savings & Investments
  • Personal Pensions
  • Investments
  • Shares

Notifications are provided to the user when a financial institution reports a ‘match.’ Responses are visible in real-time through the Inheritance Data portal and include reference number, contact information and any correspondence issued by each Institutions.

For your protection:

All searches are protected by Inheritance Data's Estate Distribution Warranty, meaning if an asset is located up to 10 years after a search is placed then any additional costs to redistribute any funds can be claimed up to £10,000.)

What other Asset Searches might an Executor need to purchase?

Related Probate Insurance Pages

About the Author

Rob Faulkner CEO of Insuristic

Hi, I'm Rob, CEO and Founder of Insuristic. My mission is to make insurance easier to understand and buy online.

I hold an Advanced Diploma in Insurance (ACII) which demonstrates I have a solid technical understanding of Insurance and have committed to continuous professional development. I am also a member of the Chartered Insurance Institute and hold the a Chartered Insurance Broker status.

Over the last 27 years, I have worked for insurers, insurance brokers and insurance technology businesses, specialising in product, sales and marketing.

You can find out more about me on my author page.

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