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Equity release

Equity release

We’ll help you make an informed decision.

If you’re a homeowner over 55, your property is worth at least £70,000 and you have little or no outstanding mortgage, equity release could free up the extra cash you need as a result of your home increasing in value over the years.

But what exactly is equity release?
  • Equity release is used to raise a cash lump sum or boost your regular income in retirement.
  • You can convert part or all of the value of your property into cash – in the form of a loan.
  • You pay interest on the loan – but unlike a mortgage, you don’t pay the interest monthly; instead, the interest gets added to the loan. Money from the sale of the house is then used to pay back the loan and the interest, usually when you die.
  • You retain the right to remain in your home for as long as you want. The amount you can borrow increases the older you are.
  • It’s recommended and a good idea to involve your family in the decision as it will affect their inheritance.
  • Expert legal advice should always be obtained before entering into any contract

There are different types of equity release plan

  • Lifetime Mortgages
  • Drawdown Plans
  • Reversion Plans
  • Home Income Plans

By arranging a no obligation appointment we can help you to understand the options available to you.  Then if appropriate, through our relationship with KEY Retirement Solutions, help you find the right solution. The fee for their advice is typically 1.5% of the amount released; however, this is only payable on completion of a plan.

This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration. Your home may be repossessed if you do not keep up repayments on your mortgage.

Releasing equity from your home will reduce the value of your estate, and may affect your entitlement to state benefits.

Like to know more?

Get in touch today for your no obligation equity release appointment with one of our advisers. If you would like to talk to us about equity release you can either:

Arrange an appointment, call in to your nearest branch or call
08456 015 040.