Equity Release

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Inheritance Tax planning is not regulated by the FCA. Equity Release can reduce the value of your estate and can affect your eligibility for means tested benefits.

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Equity release lets you access the equity tied up in your home if you are over the age of 55. You can take the money you release as a lump sum or smaller amounts on an ad hoc basis.

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Releasing equity from your home is a lifetime commitment and will also reduce the amount of inheritance you can leave, so it is important you involve your family in the process and seek professional advice from a suitably qualified adviser.

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Our advisers hold some of the highest specialist qualifications available in the UK so you can rest assured you will be given the highest standard of advice and enough information to make an informed and confident decision. To do this they will clearly outline for you all the benefits, drawbacks and alternative options available to you. They will also discuss the implications on your inheritance tax and any state benefits that you are, or could be receiving.

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To understand more about equity release, contact us to book your free consultation or request an equity release pack today. 

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