If you've owned your home for a number of years, it's likely that you have built up significant equity in it. Downsizing is one option which would allow you to release a portion of this wealth, but equity release enables you to release a tax-free lump sum, without having to move.
To be eligible, you must be aged between 55 and 95 and own a property which is worth at least £70,000. The most popular form of equity release plan is called a lifetime mortgage and, like a traditional mortgage, this is secured against your home.
We offer a professional, efficient and friendly service and work pragmatically in conjunction with your financial adviser.
We can also help you with:
Contact us if you would like a free initial appointment to discuss any of these issues.
Equity Release in Bournemouth, Poole, Christchurch and the New Forest
We have offices in Christchurch. Our Tax Planning Team also covers Bournemouth, Poole and the New Forest, with the majority of our clients located in the Bournemouth and Poole area.
If you live in Bournemouth or Poole:
Please do not be put off by our location and please do not hesitate to contact us. Our tax planning lawyers will be very happy to speak with you.