FINANCIAL ADVICE · ESTATE PLANNING · PROPERTY FINANCE
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Property Finance

Equity Release

Understand ways to access housing wealth in later life, with careful consideration of future needs, family wishes and the alternatives available.

AT A GLANCE

What is equity release?

Equity release lets eligible homeowners access some of their property value, typically through a lifetime mortgage or home reversion plan. It can affect inheritance, benefits and future choices. Costs, alternatives and specialist advice need careful consideration before proceeding.

Equity release can let eligible homeowners access some of the value in their home while continuing to live there. Lifetime mortgages and home reversion plans work differently, and each has lasting implications. Exploring the alternatives and your likely future needs is an essential part of any specialist advice conversation.

What this can help you explore

  • Understand the differences between later life borrowing options.
  • Consider housing wealth alongside income, savings and benefits.
  • Discuss the effect on inheritance and future care choices.

Things to consider

Equity release reduces the value of your estate and may affect entitlement to means tested benefits.

Interest can build up on a lifetime mortgage, and early repayment or moving home may involve restrictions or costs.

Your questions, answered.

Who provides this service?

The provider, applicable permissions, advice scope and terms must be confirmed before you proceed. Regulatory treatment and protections vary by service and product.

Regulatory information

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