Trusts

This list shows every expert witness in the UK Register of Expert Witnesses who claims expertise in Trusts. Click on any expert witness to view full details. You may prefer to interactively search the Register.

Mr Rex in LONDON
In June 2024, GBRW merged its expert practice with Martello Expert Services. The combined group has a track record of over 850 engagements and a database of over 500 experts in banking and finance, capital markets, insurance, energy, trade finance and commodity trading. GBRW Expert Witness has a 15-year track record of providing expert support in the form of expert reports and/or advice in disputes involving banking, investment management, insurance, commodities, derivatives and related areas. Several members...
Dr Walford in LONDON
Private banking • Investment management • Asset allocation • Wealth management • Loans, mortgages, overdrafts • Regulation • On-shore off-shore issues • Insider dealing • Criminal: confiscation of assets, regulatory rule breaches, money laundering • Banking: property lending (commercial & residential) • Tax • Building & construction • Retail banking • Interest rate swaps • Libor-related claims
Mr Grainger in LONDON
Compliance with UK financial services rules & regulations • Financial planning matters, including pensions, investments, savings, life assurance & the advisory process & standards
Mr Brannigan in SWINDON
Have been ask to provide expert opinion on the following: • Equity release - Whether the advice process was correct and/or suitable and whether all alternative options had been explored. Also to assess whether the lender acted within the regulations. • Mortgages - Suitability of mortgage advice. • Pensions and investments - Suitability of pension advice, and whether a firm retains liability for ongoing advice. Suitability to switch pension products. Suitability of recommended investment solutions.
Mr Abbas in LONDON
Private banking & wealth management • Investment banking • Investment management • Graduate recruitment • Middle East & Asia Pacific
Mr Miller in LONDON
Investment banking • Corporate finance • Mergers & acquisitions • Public takeovers • Equity fund raising • Prospectus standards • Corporate governance • FSA/FCA regulation
Mr Lazarevic in LONDON
A highly experienced Chartered Accountant and Expert Witness, and former senior equity partner with a top-10 international firm of chartered accountants. Charles has prepared many hundreds of cases and given oral evidence in courts and arbitrations in the UK and internationally on many occasions. Now he heads a boutique firm specialising in expert testimony for contentious business valuations, insurance claims and other quantification assignments. Charles is also a leading expert on compensation under The...
Mr Weavers in BRAINTREE
Business valuations: • Sole trader & partnership • Share valuations: • HM Revenue & Customs • Divorce • Sale • Shareholder disputes • Divorce: • Valuation of assets & analysis of funds of settlement • Analytical review of financial statements • Financial loss claims: • Loss of earnings of profits due to personal injury, negligence, breach of contract • Trusts: • Valuation of interests Craig Weavers is an experienced practitioner, providing forensic accounting and expert witness services. Craig is particularly experienced in the agricultural...
Mr Bradley in BRISTOL
Mr Bradley has extensive experience in the pension industry in investment, strategy and finance roles. He has recently provided expert advice in relation to: • Investment bank and asset manager foreign exchange charges • Custody bank transition management agreements and fees • Investment management agreements (IMAs) • Custody agreements • Pension scheme consultancy agreements Mr Bradley has in-depth pension and investment experience in the following areas: • Identifying, presenting and implementing flightpath and...

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