Thinking about equity release

There are a variety of reasons why you might be thinking about equity release. It could be for a more comfortable retirement, or you want to treat yourself to a cruise or new car,or you could potentially be facing a pension shortfall.

Equity release can be an option to help ease your financial concerns by using some of the money tied up in your home. It’s a tax-free lump sum that you can spend on anythingyou like, but it’s not a decision that should be taken lightly. Knowing exactly what your options are before going down this route is hugely beneficial.

Understanding which product will meet your needs is something we’d discuss in detail with you in our meetings. By guiding you throughout the process, we’ll determine whether a lump sum life mortgage or drawdown lifetime mortgage is right for you.

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