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    Equity Release

    You're looking for help with Equity Release - you're in the right place. Equity release is certainly not the right solution for everyone. However, used in the right circumstances, and done correctly, it can be an effective way to preserve and protect your estate whilst enabling you to release much needed funds that are otherwise locked away in the value of your property.

    The cost of getting this wrong

    Equity release is one of the most powerful tools in later-life planning - and one of the easiest to misuse. The wrong product, on the wrong house, at the wrong age, can quietly consume the inheritance you spent forty years building.

    Compounding interest at 6–7% on a lifetime mortgage doubles the debt roughly every eleven years. Released at 65 and untouched, a £100,000 lump sum can owe £400,000 by 87 - drawn from the property value before a single penny reaches your beneficiaries.

    It is also rarely the only option. Downsizing, re-mortgaging, drawing from pensions in a different order, or restructuring assets through a trust frequently delivers the same income with a fraction of the long-term cost. None of these alternatives appear on a price-comparison site.

    Used correctly, equity release can preserve a home, fund care, and gift early to children inside a clear IHT plan. Used as a default, it transfers your estate to a lender. The difference is the advice that sits around it.

    Why Is Equity Release Useful?

    • You can protect the inheritance for your family.

    • You can stay in the comfort of your beloved home without having to make any sacrifices, such as the stress and strain of moving in order to downsize.

    What Are the Alternatives to Equity Release?

    • Equity release is not always the best solution. Alternatives can be to simply re-mortgage, or sell your property to downsize or rent.

    • Our consultants will help you explore all available options before deciding on the right path for you.

    How Can Inheritance Made Simple Help?

    Our team of specialist consultants will help you decide if equity release is right for you, and will then guide you through the process. We pride ourselves on being exceptionally friendly, knowledgeable, and cost effective.

    Complete the Discovery first - then we'll book your free 30-minute consultation.

    Your 30 minutes. Simple. Yours.

    No-obligation.

    The path is simple: complete the Discovery first so we walk into the call already knowing the facts. Then in 30 focused minutes, I listen, answer your questions, and you choose if you'd like us to draw up your Inheritance Plan.

    1. Start Your Discovery

    Required first step. Complete the confidential financial position review so your no-obligation 30-minute consultation starts with the facts, not the basics.

    2. Request a Callback

    Prefer to speak first? Leave your details and we'll call you back to talk through the Discovery before you complete it.

    3. Book a Free Conversation

    Already done your Discovery? Pick a time directly in our diary and your appointment is confirmed instantly.

    You will receive an immediate confirmation. We will also be in touch personally before your appointment.

    Speak to Someone Now

    Have a question before starting the Discovery? Call us directly - we're here to help.

    You choose the date, time, and format - phone or online. Bring anyone you'd like.

    Members of the Society of Will Writers|28 years of specialist estate planning practice|Serving families across Dorset, Hampshire and the South of England