Services

Expert Witness Reports

All cases benefit from a free viability check. You can either book a call, send an email or complete one of the checklists attached.

PPO - Periodical Payment Reports

Expert Financial Planning

“The Court shall have regard to CPR rule 41.7 and include – the nature of any financial advice received by the Claimant when considering the form of award”

A PPO is an alternative to the lump sum only settlement method, whereby part of the award is provided in regular payments as opposed to a traditional lump sum. PFE can provide you with a ‘full report’ or a less detailed ‘assessment of settlement report’

Expert Financial Planning
Expert Financial Services

Trust For Minors (TFM) Report

Expert Financial Services

A Trust for Minors Report involves the creation of a Trust for Minors report and a trust held in the name of the minor, providing a better interest rate and enabling the money to be moved out of court. Without a TFM the money would need to be held in the Court of Protection or Court Fund Office which has poor interest and investment opportunities. A TFM has the potential to allow the claimant to access a higher return on their money.

Cashflow Analysis

Financial Management Expert

Cashflow analysis takes a detailed forecast look at a Client’s financial life going forward, factoring in income, expenditure and expected life events.

Financial Management Expert

Financial Accomodations Calculations Report

This is a set of calculations that identify any additional costs the claimant will incur to ensure any current or future property caters to specialist care needs as a result of the index event and is based on the claimant’s life expectancy.

Loss of Income

Pension Loss

Pension Loss Reports and Calculations

Pension Loss

Pension Loss puts the Claimant in the position that they would have been at the point of retirement onwards, if it weren’t for the index event.

Loss of Earnings Reports & Calculations

Loss of Earnings

Loss of Earnings often forms a significant part of the overall claim value (quantum), greatly influencing how much settlement a Claimant will receive. With over 30 years’ experience dealing with complex promotional prospects in earnings and having handled a wide range of career paths and sectors previously, we are able to guide you to an accurate and reasonable assessment of a person’s loss.

Loss of Earnings
Loss of Dependency

Loss of dependency Reports & Calculations

Loss of Dependency

Loss of Dependency calculations help the Claimant to understand post-death earnings and pensions that they may be reasonably assumed to be reliant upon had the fatality not occurred. This ensures dependents receive what they should have been entitled. We provide a detailed approach and methodology for this service and reports can often be extremely complex and involve multiple time periods

Lost Years Reports & Calculations

Lost Years

Lost Years ensures any financial loss from a person’s reduced life expectancy is accounted for, to help the Claimant receive what they will likely miss out on

Lost Years

Pensions Options on Divorce Reports and Calculations

POD reports help to unravel the significant complexities involved when separating assests fairly. More often now we are appointed as a Single Joint Expert.

Advice & Support Services

Personal Injury Trust (PIT)

A Personal Injury Trust helps protect means-tested benefits and offers additional protection to damages award recipient that can make them invaluable in ensuring that funds last throughout life.

Welfare Benefits

We can help you with a welfare benefit review to establish if the Claimant may be entitled to additional benefits that they don’t currently receive and provide support throughout.

Trust For Minors (TFM)

The purpose of a Trust for a Minor is to help those under 18 years to avoid losses and unnecessary risks using the Court Funds Office to maximise their investment potential. A TFM protects minors from potential financial abuse and also gives them the option to convert their TFM into a PIT once they reach adulthood.