Equity Release and Tax

Tax free payments

All payments received from equity release schemes are tax free. This applies to both lump sum and monthly income plans. Your financial adviser will work with you in detail in relation to your circumstances to ensure that all tax benefits and liabilities are taken into account before recommending a plan. Our independent financial advisers offer a free consultation for you to discuss your equity release requirements and will cover tax issues as part of this discussion.

To arrange a free consultation please >click here.

Inheritance tax

Equity release can also be utilised to reduce inheritance tax. To find out more please click the following link >cutting inheritance tax.

Contact us

To discuss your requirements in relation to equity release please contact us by >clicking here.