Services ... to Professional Advisors
 ... mortality assessments and calculations

The life expectancy of an individual is a relevant factor in many legal and financial matters, for example when it is necessary to vary a trust. Professional advice and decisions may be supported by detailed calculations. But, if these fail to take proper account of the mortality of  the relevant individuals a significant part of the equation is missing.

We commissioned an actuarial report looking at the use of life assurance quotations when valuing an individual’s interests in a trust. It is available as a free download from this site. The report highlights the value of professional mortality assessments and actuarial calculations. Our one-stop assessment and calculation services are timely, cost effective and simple to acquire. They are specifically designed to meet the needs of trust and estate planners and other professionals.

To request an assessment form, please use our on-line enquiry form. Our Mortality Assessment & Calculation 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.