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Escrow Services

Lancaster Advisory is a leading provider of high quality and cost effective escrow services.

We act as a third party in holding funds or property until it can be released on terms agreed by the parties to the transaction. Escrow services give certainty to the parties to the transaction in that:

 

  • the buyer or fundraiser knows that the property or funds exist and will be made available to it when the transaction completes; and
  • the seller or investor knows that the property or funds will not be released to the buyer or fundraiser until the transaction completes

Services

Lancaster Advisory outsources FCA-regulated tasks and duties to strategic partners. If any of these services are offered, your financial manager will bring them to your attention in advance for pre-approval.

High Value Private Trades

Escrow services can be a beneficial service when it comes to high value private sales. Whether you are purchasing or selling, the use of escrow services can give the peace of mind and confidence that are essential in private transactions. This is especially true if the two parties are operating at a distance.

Regardless of the items you are selling, classic cars, art, investment wine or even gold, the use of our escrow services can add a level of protection for both parties.

Legal and Corporate Escrow Services

Lancaster Advisory offers legal and corporate escrow services which provide certainty to legal transactions.

Dispute Resolution Escrow Services

Escrow services can be utilised when a dispute or litigation is settled and one party is required to pay money to the other as part of the settlement. In most cases escrow services are used when settlement monies may be due to be paid from one party to another, however the finalisation of the settlement is still pending.

The settlement monies are paid into the escrow account. The escrow service provider holds the sum of money until the settlement is finalised, and they have been notified of the outcome, usually by means of a court judgement or joint instruction from the parties in dispute after settlement. The escrow services provider will then release the funds to the relevant party.

Trade Sales

The provision of escrow services can be a useful tool for companies that make regular, higher value sales, for example the sale of high quality wine, or technology goods. We are able to work on a retainer basis that allows the seller to utilise our escrow services.

This can be a comfort to their clients, allowing them the knowledge that their money will not be released to the company until the goods have been provided. It also allows the company the certainty of knowing that they have confirmation of the funds being received into the escrow account before shipping their goods.

Charity Fundraising

In many charity and fundraising events, the money raised will need to be held pending release to the relevant beneficiaries.

It is important the money raised through fundraising events is held and released at the right time.

Using Escrow services is a useful means of ensuring that the funds are held and that they are released as and when required.

Fundraising

When it comes to investment fundraising, certainty for all involved is often at the forefront of every transaction.
Ensuring that funds are held by an independent third party offers peace of mind for both investors and business alike, and using an escrow service is a key component in commercial fundraising.

Setting up an escrow account allows investors to commit to making an investment with the knowledge that the funds will not be released to the business conducting the fundraise until the fundraising target has been met. It also ensures that, in the event that the Investment fundraise was not successful, the money is set aside to be returned to the investor.

Equally, the business conducting the fundraise has the knowledge that its investors are committed to the investment, which allows the business to focus on reaching their Fundraising target and running their business.

M&A Escrow Services

It is common place for corporate transactions to utilise escrow services when it comes to dealing with deferred consideration or earn outs. Both scenarios require the releasing of funds following completion, either on a set date or when certain criteria has been met.

Using escrow services provides the seller with reassurance that the buyer has the necessary funds to complete the purchase, as well as providing the buyer with the knowledge that the funds will not be released until the agreed conditions have been met.

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