Tax, Trust & Probate Matters

Pollock Actuarial have a very geographically diverse practice in this area, accepting instructions from all over the UK. Clients include many of the major private client solicitors, charities and other professional advisers.

Pollock Actuarial are one of the few consultancies in the UK dealing with meaningful numbers of instructions in this often complex area. A sample of areas where Pollock Actuarial provide input are as follows:-

  • Advice on division of trust funds between life tenants and reversionary beneficiaries. Allowance is made for the specific provisions of the will and medical circumstances
  • Valuations of loans associated with “Home Loan” Schemes & POAT matters.
  • Valuation of trust interests in litigation & divorce matters
  • Valuation of cash flows for probate purposes.