Mr S had a long and successful career and owned an expensive house in Surrey. He was very concerned that his children would see the value of their inheritance greatly reduced by inheritance tax. He therefore decided to take out an equity release mortgage to allow him to give them their inheritance now when he could see them enjoy it. It was likely that he would live for more than 7 years, therefore completely removing this money from inheritance tax.Case studies
CHECK THAT THIS MORTGAGE WILL MEET YOUR NEEDS IF YOU WANT TO MOVE OR SELL YOUR HOME OR YOU WANT YOUR FAMILY TO INHERIT IT. IF YOU ARE IN ANY DOUBT, SEEK INDEPENDENT ADVICE.
Equity Release Mortgage Advice Ltd is registered in England & Wales, No. 09856670. Registered office address, SJ Males & Co Basepoint Business & Innovation Centre, 110 Butterfield, Great Marlings, Luton, Beds, England, LU2 8DL
Equity Release Mortgage Advice Ltd (FCA no. 725996) is an appointed representative of JLM Mortgage Network Ltd. which is authorised and regulated by the Financial Conduct Authority (FCA) registration number 300629 We are entered on the Financial Services Register at https://register.fca.org.uk/. The FCA do not regulate some forms of mortgages.
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