Advanced Inheritance Limited

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 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.

Amber Little is Head of Lending. She’s on hand to ensure that the application process is quick and slick for all of our customers, and she'll always try to help if she can.

Paul Grant is Probate Lending Specialist and it's his job to support both borrowers and probate professionals with clear guidance and support when money is needed.

Francesca Warhurst is a qualified solicitor and works with our professional partners both on assessing loan applications and also providing support during the loan's lifecycle.

A National Living Wage Employer

Great service starts at home, which is why we’re committed to creating a great environment for our colleagues and ensuring that everybody is rewarded fairly for their hard work. As part of this, we’re proud to support the Living Wage Foundation’s National Living Wage for all colleagues and suppliers.

We’re rewilding Yorkshire

When we say we plant trees in order to help the environment, what we mean is that we put on our wellies, we dig holes, and we actually plant saplings with our own hands. In partnership with Make It Wild we’ve helped nature return to the British countryside by planting well over a hundred trees.

We provide more than just money

We understand that losing a friend or family member can be a difficult time, and we’re committed to supporting customers with patience and compassion. That’s why we’ve partnered with the National Bereavement Service to ensure that our customers have access to the help and support they need.

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.

enquiries@advin.co.uk

0808 258 9800

Nice to meet you!