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Make the most of your money so you can enjoy the benefits of your hard work
You’ve worked hard to build and grow your wealth, we are here to make sure you have what you need, when you need it, so you can focus on enjoying the important moments. Whether that means finding the most efficient way to draw down your income or ensuring that you have reserves set aside for your loved ones, we’ll work with you to define and achieve your goals.
How We Can Help You Enjoy:
Equity Release
Equity release is a method to release a tax-free lump sum, or income, from your property. The value of your home, minus any outstanding mortgage, can be described as your ‘equity’. In order to qualify for an equity release scheme, you must be a homeowner over the age of 55, or if the property is jointly owned then both parties must be over 55.
Pension Drawdown
Pension drawdown is a way of taking funds from your pension to provide an income once you’ve retired. This can be done all at once or in stages, dependent on your requirements, but it’s very important to understand the costs and benefits associated with the decision you make.
