We’d like to remind Forumites to please avoid political debate on the Forum.

This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
The Forum now has a brand new text editor, adding a bunch of handy features to use when creating posts. Read more in our how-to guide

Finding an Investment left in Trust in a will?

Hi All


First time post for me so I hope someone might be able to help and point me in the right direction.


My husbands Great Aunt died in 1979 and recently her will came to light when a local solicitor was trying to find him as they had found some National Savings certificates in their safe which were due to mature when he reached 21 (this was in 1988!). This has all been sorted and he has received the money, £100 invested in 1979 returned £433, not life changing but a nice surprise. Anyway, the solicitor sent a copy of her will which proved very interesting reading.


The lowdown of the will was when his Great Aunt died, she left his Grandmother and the Solicitor as trustees. Her residual estate was to be sold up and the money invested, My Husbands mother would receive an income on the investment and then on her death and my husband (and his sister) reaching 21, they would receive the remaining capital from the investment.


Now, quite a lot of time has passed since 1979, his Grandmother (joint Trustee) has died, his mother has also died (1985 left no will - his father has also died 2007) and he is definitely over 21!


I am trying to locate what would have happened to the investment and more precisely who's name it would have been invested in. The solicitor who was joint trustee is still with us but cannot remember anything and the solicitors who dealt with the estate tell me that the Administration File has been destroyed.


I am trying through mylostaccount.org but nothing is showing up are going to try the UAR but in whos name would it be invested?


Any ideas anyone as the £9000 invested could potentially be worth £35k+ on the same basis as the £100 returned and its a bit to much not to try and find.


Many thanks
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 354.3K Banking & Borrowing
  • 254.4K Reduce Debt & Boost Income
  • 455.4K Spending & Discounts
  • 247.3K Work, Benefits & Business
  • 604K Mortgages, Homes & Bills
  • 178.4K Life & Family
  • 261.5K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16K Discuss & Feedback
  • 37.7K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.