Practical guides on finding lost accounts, getting organised, and protecting your family's financial legacy.
Reclaiming my pension from unclaimed property took 3 months. My family would have stood no chance. The story behind SuccessionKeeper.
New UK survey data shows how prepared families really are to find accounts, pensions, wills and key financial documents when someone needs to step in.
Talking to ageing parents about money, wills, pensions and financial accounts can feel awkward, but avoiding the conversation can leave families searching for documents, accounts and providers during a crisis. This guide explains how to open the dialogue respectfully, what to ask, what to avoid and how to help parents stay in control while making life easier for the people they love.
A death file or digital accounts inventory tells your family what exists and where to start. This guide covers all fourteen categories to include -- from bank accounts and pensions to crypto, social media and physical assets.
From April 2027, unused pension funds count towards your estate for inheritance tax. The burden of finding and reporting every pension falls on the executor. This guide explains what is changing, what stays exempt and what to do now.
Lost life insurance policy in the UK? Follow this step-by-step guide to trace any policy using bank records, employer checks and free tracing services.
There is no central register of investment accounts in the UK. This guide explains how executors and families can trace lost investment accounts, including ISAs, brokerage accounts, direct shareholdings and dormant investment assets, by reviewing financial records, analysing bank transactions, identifying providers and contacting institutions directly.
From reconstructing a digital employment timeline to navigating the April 2027 Inheritance Tax changes, this exhaustive step-by-step guide provides the essential map for executors and families. Learn how to bridge the 'information gap,' identify safeguarded benefits and ensure your hard-earned legacy stays exactly where it belongs
Banks don't automatically find every account. With no master list and paperless silos, our step by step guide helps you reconstruct a financial map from scratch.
Over hundred of billions in assets go unclaimed because families lack a "Wealth Map." Learn how to solve financial fragmentation and protect your family's wellbeing today.
