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Philip Simcock IFA

08 - Mar - 2010

Philip Simcock IFA is an experienced Financial Adviser based in Stoke-on-Trent

Equity Release

Equity Release Plan

Equity Release

This is a lifetime mortgage. To understand the features and risks ask for a personalised illustration.

Equity Release: A Definition

Equity release is when you combine the price of your residence, subtracting any impending mortgage payments, where subsequently, this is transformed into money which you can utilise for whatever purpose, which does not have to be related to your home or mortgage.

Your Eligibility for Equity Release

This could not be simpler, if you are over the age of 55 and own your own home, you could take advantage of this opportunity, which can greatly increase your standards of living.

The Benefits of Equity Release

Qualifying for equity release is easy, as the funds are yours from the beginning; you are purely gaining access to these monies. This means you have the freedom to spend this on whatever you wish, whether it is related to your property or not.

No Need for Frequent Repayments or Tax

The beauty of equity release is that is does not include a hefty tax bill as the money is yours, without having the pressure of regular repayments. If you opt for a lifetime mortgage, which is the most common instance of equity release, you maintain ownership of your property in its entirety.

Available Forms of Equity Release

Choose from 3 differing options for the plan that suits you:

Lifetime Mortgage: This enables you to gain access to a substantial portion from the value of your residence, inclusive of any interest accrued which you have paid on your estate, when you move into long term care or pass away.

Drawdown Lifetime Mortgage: You are authorised to release smaller amounts of money from your property, with lower accumulated interest. It is similar to a lifetime mortgage but with more flexibility.

Home Reversion Plan: Where you relinquish a part or all of your ownership of your property, exchanging this for a lump sum and the right to reside in the house, free of rent, for you're the span of your life.

Take Advantage of a Secure Retirement With an Equity Release Plan

The added disposable monies which you procure through the equity release plan, allows you to enjoy a more secure retirement. Therefore, you are able to enjoy the benefits of extra funds, enabling you to spend this on the things you have always wanted.

  • Philip Simcock is an appointed representative of Mint Financial Services Limited which is authorised and regulated by the Financial Services Authority. Mint Financial Services Limited is entered on the FSA register (http://www.fsa.gov.uk/register/) under reference 217742.
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