Overview
Wealth Holdings provides a secure register for recording your significant financial holdings, including property, pensions, shares, savings accounts, businesses and other high-value assets. Each entry captures the detail your estate will need to locate, manage and transfer these holdings effectively.
You can choose to share individual entries with trusted contacts now, giving them visibility of your wealth holdings through their Trusted Access view. A master sharing toggle on the list screen controls whether any sharing is active at all.
All details are safeguarded with advanced encryption and row-level security, ensuring privacy and access solely for you or those you authorise.
When the toggle is on, every item you have shared is visible to the contacts you chose. When it is off, nothing is shared with anyone, even if individual items still have contacts set.
Your per-item sharing choices are always preserved, so you can switch everything back on at any time without setting it all up again.
There is no limit to the number of holdings you can add. Keeping estimated values up to date gives your estate a more accurate picture for probate and administration. For jointly owned assets, include the ownership structure clearly so your executor understands the legal position from the outset.
Asset Type required. Select the type of holding from the dropdown, for example Property, Pension, Shares, Savings, Business, or Other.
Name required. A clear label for this holding, for example “Family Home”, “SIPP Pension”, or “Shares Trading Account”.
Details. A fuller description of the asset, including any relevant background, location, or context that would help your executor understand it.
Estimated Value. The approximate current value of the holding. Select the appropriate currency using the dropdown. Used to give your estate a clear picture of overall wealth.
Ownership Structure. Describe how this asset is owned, for example solely, jointly, or held in trust. This helps executors understand the legal structure before acting.
Reference or Account Number. Any policy number, account reference, title number, or identifier that helps locate or administer this holding.
Holding Institution. The name of the bank, provider, land registry, or organisation where this asset is held, registered, or managed.
Notes / Special Instructions. Any additional context, access details, or specific instructions your executor should be aware of when dealing with this holding.
To Be Bequeathed. Choose whether to pass this holding to the recipient on your passing, or on a specific future date.
Recipient. The trusted contact who should inherit or manage this holding when the time comes.
Disposition Notes. Instructions about what should happen to this holding, for example whether it should be sold, retained, or transferred in a specific way.
Share With. Choose a trusted contact to share this individual entry with now. They will be able to view the holding details through their Trusted Access view. The master Wealth Holdings Sharing toggle must also be enabled for sharing to be active.
Reminder. Set an optional reminder for this holding, with its own title, a short note, a date, and how often it should repeat (once, weekly, monthly, and so on). Useful for valuation or review dates. You can switch the reminder on or off at any time.
Attach Document / Photo / Video. Upload supporting files such as a property deed, share certificate, valuation report, or any relevant document for this holding. You can upload from your device or pull a file straight from your Digital Vault.