Nice to meet you!
We are Advanced Inheritance.
But what do we do and why are we here?
Who are we?
Advanced Inheritance helps to get probate moving, giving both beneficiaries and estate executors access to immediate funds after somebody has died.
It can take over a year to receive your inheritance when somebody dies. The UK probate process is often slow, leaving thousands of beneficiaries each year with an inconvenient wait for what they are due.
Advanced Inheritance Limited was formed in the summer of 2023 to help these beneficiaries access some of what they are due straight after the death of a loved one.
In addition, we provide finance to those people who are tasked with managing the affairs of somebody who has died. This can help them to cover the associated costs such as property maintenance, legal fees or inheritance tax.
Our values
We are founded on a belief that if we do the right things by our customers and by each other, then great things can happen.
This is supported by three key values:
Be Awesome
We want to be great at what we do. That means providing outstanding solutions that serve a clear and valuable purpose; being very easy to deal with; and always looking for ways to improve.
Be Kind
We will always do right by our customers, our colleagues and the society in which we work. This includes offering fair value to customers and never doing business with somebody if we don’t believe that what we offer will be of benefit to them.
Be Successful
We hold ourselves to high standards. We work hard for our customers and each other, and we pay attention to detail. We want to deliver a world-class service, and we know this can only happen consistently if we get things right at every stage.
Our people
Advanced Inheritance is led by a customer-focused team with experience of creating award winning and market-leading financial services businesses.
Dan Baines is the Chief Executive Officer, responsible for leading the Company. This includes ensuring that Advanced Inheritance remains financially stable; it is a great employer; it complies with all the relevant regulations; and it has a strategy in place to deliver long-term success.
Dan Otterburn is the Chief Technology Officer. He is an expert in all things digital and takes the lead on the crucial technology backbone on which Advanced Inheritance’s service relies.
George Loy is the Chief Financial Officer. Having worked at one of the world’s biggest accountancy firms, he is the person at Advanced Inheritance who ensures that the company’s finances are managed with prudence and diligence.
Simon Warhurst is the Chief Operations Officer, responsible for ensuring that the business runs smoothly. He is a driving force for innovation in the Company and is always looking for ways that we can improve.
Tim Loy is the Company’s Chairperson. He uses his many years of knowledge and experience to support, encourage and challenge the Directors, and also to ensure that the Board is properly run.
Contact Advanced Inheritance
We’re here to help. Get in touch.
Whether you’re an existing customer or you’re interested in one of our services, we’ll always be happy to help.
© Advanced Inheritance Limited 2024