How to Choose Equity Release

Equity Release is a big step and very careful consideration must be given to it.
There are many things to consider and getting specialist help from one of our
Independent Financial Advisers may be very worthwhile.

We always suggest the first thing to do is to consult the rest of your family. Equity
Release is not the best answer for everybody, but we can help guide you through the issues that you need to understand so that you can in turn discuss them with your family so everyone is happy that you are doing the right thing

You need to consider the effect of such a plan on the value of your estate, because any scheme will impact on your estate and your ability to pass on any inheritance.

You need to consider the effect such an arrangement might have on any state benefits you may be receiving. Again our advisers can explain all this to you.

If you are considering a Lifetime Mortgage, our advisers can help you plan your finances and discuss the best way such an arrangement may be structured to save you paying unnecessary interest charges.

We will be able to help with other financial planning matters if you are looking to boost income for example, or assist with minimising the effects of Inheritance Tax (IHT) for larger estates.

If you are considering Equity Release as a way of boosting your retirement income or for generating cash for home improvements or that dream holiday, getting professional help from an Independent Financial Adviser can smooth the way to getting the right plan for your needs from the most competitive provider.

This is a lifetime mortgage or home reversion plan. To understand the features and risks, ask for a personalised illustration.
There may be a fee for equity release advice. The precise amount of the fee will depend on your circumstances but we estimate a typical fee would be no more than £750.

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