Financial Asset Search

Asset Search Services for UK Probate and Estate Administration

When administering an estate, it is not uncommon to encounter uncertainty about the full extent of the deceased’s financial assets. At Share Data Ltd, we provide Asset Search service designed to help solicitors, accountants, executors, and private individuals identify UK-based assets that may be relevant for probate and estate administration.

We do not offer general “lost asset” or “wealth discovery” services. Our searches are conducted specifically in the context of estate matters, ensuring that all findings are relevant, compliant, and useful for UK probate requirements.

What Assets Can Be Searched?

Our UK asset search service can help identify:

UK Shareholdings – including historic or forgotten investments.

Dormant UK Bank Accounts

Unclaimed Dividends

UK Pension Funds

National Savings & Investments (NS&I)

We work with executors and their advisers to trace financial assets that may have been overlooked, ensuring proper estate reporting to HMRC and fair distribution to beneficiaries.

When Should You Consider an Asset Search?

There are concerns that the deceased held additional assets not listed in their records.

The family or executor is unsure whether investments or savings exist under the deceased’s name.

A complete and accurate valuation of the estate is needed for Inheritance Tax (IHT) reporting.

Why Share Data?

UK-Focused Expertise
We specialise in UK assets and financial records.
Professional and Confidential
We operate discreetly and with respect for client confidentiality.
Trusted by Professionals
We support probate solicitors, accountants, and estate administrators across the UK.

Related Services

Form 706-NA Application Service

Medallion Signature Guarantee

Cross-Border Repatriation Services

In-House Certification Service

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