Webinar: Financial Asset Searches for Legal Professionals

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

For more information on the asset searches we offer via our online portal, please visit our dedicated financial asset search web page.