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Case Study: The interaction between benefits and equity release

27 March 2014

It is essential that advisers understand how equity release fits in to the state benefits system so that clients receive everything they are entitled to and don’t lose any benefits


Why are lenders so reluctant to lend to older people?

13 March 2014 | By Devraj Ray

Mortgage brokers warn about the “failings of the mortgage market” in providing solutions for borrowers in later life

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Could equity release be the key to funding long-term care costs?

6 February 2014 | By Devraj Ray

Experts are predicting the equity release market could grow by up to 25 per cent this year.

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Case Study: Managing family expectations for equity release

9 January 2014

It is important to involve family members when discussing equity release but if relatives object to the idea it is even more important to properly document the advice.

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Case Study: The interaction of equity release and state benefits

18 July 2013

Taking out an equity release plan can adversely effect benefit payments so it is essential that advisers know exactly what clients are entitled to and how any payment may be affected before recommending.

Taxbriefs' Danby Bloch: Looking under the equity release bonnet

11 July 2013

Advisers and their clients who are considering equity release need to understand the principles of what they are getting into and the specific risks that they face.

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