Telephone:
01326 219426

Email:
info@act4you.co.uk

Expert Witness and Trust valuations

We are able to prepare expert witness reports for a variety of different purposes. Examples include:

Quantification of loss of pensions benefits and earnings in personal injury claims
Quantification of losses in cases of Unfair dismissal
Reports in Divorce cases to value respective pension benefits. This may involve all types of pension schemes including money purchase or final salary schemes including public sector arrangements.
Reports arising from mis-selling of pensions, endowments and other financial products. This includes calculations of Redress in accordance with specifications set out by FSA.
Reports in cases subject to the Financial Ombudsman Service
Other cases of Personal and Commercial litigation where financial calculation are necessary
Calculations of Annual Percentage Rate (APR) and other related matters in connection with the Consumer Credit Act

We are pleased to accept either single or joint instructions. Our formal Expert Witness Reports provide a clear well reasoned analysis and, where necessary, we are pleased to support our reports by providing oral evidence in person.

Trust valuations

We are have wide experience of preparing reports prior to the division of Trust funds between life tenants and reversionary beneficiaries. These reports would typically take into account the specific circumstances of the case to frame assumptions for:

Suitable mortality rates of the beneficiaries
Future asset income and capital growth based on the assets held
Appropriate taxation rates
Expenses where appropriate

In addition it may be necessary to set a discount rate to convert a stream of future cash flows into a present value.