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What is Equity Release?

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Equity Release is the ideal, tax-free solution for those of us who are cash-poor but property-rich. Equity Release involves unlocking cash that is tied up in your property, cash on which you pay no tax but which you can spend in exactly the way that you choose.

Many uses

Apart from all of the wonderful outcomes that Equity Release can deliver for you, the concept itself has many benefits. It simply makes resources that you already own, available for your most pressing needs or desires. And because you already own the money, you do not pay tax on its transfer.

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Many plans

There is a huge range of Equity Release plans available. And they can of course be tailored to your exact requirements. Therefore we feel that it is vital for you to receive professional guidance in identifying the right plans for your exact circumstances, needs, dreams and challenges.

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Many benefits

There are as many uses for the cash released as there are plans. Our clients have used the money they have unlocked for home improvements, for holidays, for their children’s education and support, as an income supplement, for care, in order to stop work, and in order to stay in the family home for their lifetime.

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What my customers say about working with me

“Both David and I are extremely grateful to you for all your help and advice over the past year in getting the mortgage set up and operational. You knew the ins and outs of dealing with the Court of Protection and you obtained Pension Credit for Lorna as we did not realise she was eligible. Thank you also for your two visits to sort out all the paperwork and for using all your professional knowledge to help us through a difficult process. It was a great help to have you to liaise with our solicitors and then with Aviva directly.”

Anna and David

What my customers say about working with me

“Both David and I are extremely grateful to you for all your help and advice over the past year in getting the mortgage set up and operational. You knew the ins and outs of dealing with the Court of Protection and you obtained Pension Credit for Lorna as we did not realise she was eligible. Thank you also for your two visits to sort out all the paperwork and for using all your professional knowledge to help us through a difficult process. It was a great help to have you to liaise with our solicitors and then with Aviva directly.”

Anna and David

Why not get in touch and see how we can help?

Equity release is the answer to so many financial questions. If you would like to know more about it, and see if it could be the right move for you, please book an appointment or request a call-back