Services ... to Professional Advisors
    ... mortality assessments

A detailed knowledge of a client's personal and financial affairs is essential when advising on trust and estate planning issues. The advice offered to a ninety-year old will be different to that for a forty-year old, so the life expectancy of a client is routinely taken into account. A client who is aware that they are seriously ill they may tell his or her advisors, but how do you assess the significance of the medical history? Our mortality assessment service meets this need.

The service is timely, cost effective and simple to acquire. It is designed to meet the needs of trust and estate planners and other professionals. It is available on demand, you choose when and if you require our assistance, case by case.

To request an assessment form, please use our on-line enquiry form. Our Mortality Assessment brochure provides additional information about this service and gives an indication of fees. Please download a PDF version of this brochure from this web site.