Equity Release Advice

Whatever your reason for boosting your finances in retirement, equity release could be the answer.

You can release a tax-free lump sum from the wealth tied up in your home and you are free to use the money in any way you choose.

What’s more, you have the peace of mind of staying in your home for life, with no monthly repayments required.

Why not talk to our Equity Release specialist adviser today.

What you can do

  • You can release some of the equity from your home now and some in the future.
  • You can release some money against the value of your home for things such as home improvements or a holiday.
  • You can choose to set up an initial amount and at the same time set up a maximum loan to draw from in the future.
  • You can usually borrow from £10,000.
  • Each time you make a withdrawal it will be at the appropriate interest rate at the time the withdrawal is taken and will be based on your age at that time.

Important points to bear in mind

  • Available to those aged 60-95.
  • If you release cash from your home it may reduce your right to state benefits now and in the future.
  • Remember that the loan plus interest can grow very quickly
  • If you release equity from your home it will reduce your estate when you die.
  • You may not be able to borrow more money against your home in the future.

This a lifetime mortgage. To understand the features and risk,
ask for a personal illustration.

Wills

Don't leave it to chance ... So you’re thinking of making a will... Contact us today at and you could benefit from:
  • peace of mind
  • significant tax savings
  • families protected
  • financial security
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Powers of Attorney

If you do not wish your affairs to be dealt with by the office of the public guardian then you can appoint attorneys to act for you if required. This is usually much cheaper and allows your attorney to act in your interest not being too restricted by regulation.
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Mark Gregory Limited is an appointed representative of Intrinsic Financial Planning Limited  and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Services Authority. Intrinsic Mortgage Planning Limited is entered on the FSA register under reference 440718 & 440703

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