Guide to Equity Release

Guide to Equity Release
How to access tax-free property wealth in later life

This fully personalised 24-page digital guide covers a range of equity release topics. Your firms personalisation appears throughout the guide, on the front cover, Welcome introduction (which can also feature your photograph) and two branded adverts promote your business services.

Over the last decade, releasing equity from the family home to boost finances in later life has grown significantly, equating to £3.9bn of lending activity for the last three years, despite significant headwinds driven by Brexit uncertainty and the coronavirus (COVID-19) pandemic.

What clients and prospective clients will read includes: How to access tax-free property wealth in later life; What is equity release? Why has equity release come about? What are some of the reasons people turn to equity release? What is a Lifetime Mortgage? What is a Home Reversion Plan? What is a ‘no negative equity’ guarantee? Is equity release safe? Is it necessary to have a Will in place? Should I consider appointing a Lasting Power of Attorney (LPA)? Can I switch my existing equity release plan to another provider? Is borrowing in later life right for you? What other things should I consider before proceeding with equity release?

How to use

Ideal to inform, communicate and engage with clients and prospective clients around equity release and financial planning matters. Upload to your website, use the content on your blog, email to clients and prospective clients, and use it on your social media channels. If you have previously ordered, we’ll use your approved personalisation artwork; our Client Services Team will contact you to provide a high-resolution artwork file (300 dpi or higher).

Order now, fully personalised, for just £347.50

View Preview