Financial Asset Searches – Brits and their unclaimed billions

There is still time to reserve your place for our free, 1-hour webinar about financial asset searches being held on Tuesday 4th June at 10am.

Joining us as guest speaker will be Emma Baddaley, Strategic Relationship Director at Estatesearch. Emma will be running through her ‘Brits and their unclaimed billions’ presentation which is relevant to legal professionals working in the Private Client sector (both probate and Court of Protection).

Emma will also 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.

Still undecided? These are the learning objectives for the session:

➡️ 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.

We would be delighted if you could join us next week on Tuesday 4th June at 10am. To sign up for this free webinar, please register via the following link:

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 or call on 0800 033 4034.

This article was submitted to be 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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