Inheritec
Inheritec was established in 2024 with a clear and compelling purpose: to reunite rightful beneficiaries with lost or unclaimed assets.
Many people decide to leave a specific gift to charity in their will and it is estimated that 6.6% of wills relating to deaths in England & Wales in 2023 mentioned at least one charity in the will. Others decide to leave the residue of their estate to charity. Unfortunately, during administration of an estate assets can be missed, these being unknown to the executors and beneficiaries.
Inheritec’s aim is to provide a customer-focused service that makes it easier for beneficiaries to navigate the complex processes of unlocking lost assets. Inheritec uses its in-house proprietary systems along with its data analytics team to analyse multiple complex data sets to identify assets which have become orphaned and repatriate them with the rightful beneficiaries.
In 2025,
Inheritec identified £1.81m outstanding to charities across 61 charities, with more assets being located.
Encouraged and worked with Solicitors and Executors to reopen closed cases to deliver missed bequests to charities.
Increased the value of one estate where all funds were due to charities by additional £17,000 in investment accounts delivering £160,291.55 to 13 Charities