Calling all legal professionals wanting to learn more about Financial Asset Searches

On Tuesday 4th June at 10am, Anglia Research will be hosting a free-to-register 60 minute webinar discussing the billions of pounds of unclaimed assets in the UK.

Our special guest speaker on the day will be Emma Baddaley, Strategic Relationship Director at Estatesearch.

The learning objectives for the session are:

➡️ Attendees will learn the value of the missed billions – how much money is unclaimed in the UK.

➡️ Exploring banks, NS&I, Pension Funds and the values of pots held within them.

➡️ Understanding how all this money has accumulated and why it is unclaimed.

➡️ Attendees will understand the implications for Executors and Beneficiaries.

➡️ Learning through a case study with Barclays to illustrate a real-life scenario.

➡️ Discussing the Dormant Assets Act key principles and how it affects private client professionals.

Emma will be speaking about taking a best practice approach to due diligence and how legal professionals can take steps to help protect their firms from risk.

Remember – financial asset searches are not just for probate matters but are also helpful for Court of Protection cases.

Book your place easily and quickly – please register via the following link:

 

https://bit.ly/FASWebinarRegistration

 

We do hope that you can join us on the day for what is sure to be an interesting discussion about all things Asset search-related!

More information on the asset searches we offer via our online portal can be found on our website.

Anglia Research is an award-winning probate genealogy and people tracing firm offering a range of services that assist Private Client practitioners with estate administration and Court of Protection matters, such as:

Finding missing beneficiaries named in a will

  • Locating legally entitled relatives in intestacy cases
  • Family tree verification and full Statutory Will research
  • Providing fixed-cost international bankruptcy searches
  • Undertaking financial asset and liability checks in the UK
  • Accessing missing beneficiary indemnity insurance quotes

Feel free to contact our dedicated Private Client team who deal solely with instructions received from legal professionals on legal@angliaresearch.co.uk or call on 0800 033 4034.

This article was published by Anglia Research as part of their advertising agreement with Today’s Wills and Probate

The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

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