Actuarial and financial services consulting
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CURRENT TOPIC		 INSURANCE
CONSULTING		 COMPLIANCE
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R.A.M. Financial Services: "A professional organisation, who painstakingly assisted us through a complex actuarial calculation. Much additional information was required, and their help to us was crucial." [Read more >>]
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  Overview  
  Life interests and reversions  
  Pensions on divorce  
  Financial Ombudsman Service  
  Endowment and pension mortgages  
  Contracting out of SERPS/S2P  
  Guaranteed annuity rates  
  Investment risk mismatch  
     
 

Life interest and reversions

Life interest and reversionary trusts can either arise through an intestacy or by direction in a will. They often do not meet the requirements of either the life tenant or those with a reversionary interest. Provided all agree the Trust can be broken and the assets distributed amongst the interested parties.

OAC is often called on to advise a fair split of value between the parties and has significant experience of these types of calculation.

Contact us to discuss how we can help.