Tax, Trust & Probate Matters

Pollock & Galbraith 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.

Dr Pollock is one of the few actuaries in the UK dealing with meaningful numbers of instructions in this often complex area.

A sample of areas where Pollock & Galbraith 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.

Pollock & Galbraith, Stirling Business Centre, Wellgreen Place, Stirling FK8 2DZ | Tel: 01786 473591 | Fax: 01786 448983

All content © Pollock & Galbraith | Website Design by: The Write People for Design Ltd

Pollock & Galbraith, Stirling Business Centre, Wellgreen Place, Stirling FK8 2DZ Tel: 01786 473591 | Fax: 01786 448983

All content © Pollock & Galbraith | Website Design by: The Write People for Design Ltd

Pollock & Galbraith, Stirling Business Centre,
Wellgreen Place, Stirling FK8 2DZ
Tel: 01786 473591 | Fax: 01786 448983
All content © Pollock & Galbraith
Website Design by: The Write People for Design Ltd