Equity Release
If you are over 55 and a homeowner, you may be able to benefit from releasing a tax-free lump sum or an additional regular income from the value of your home thanks to an equity release plan.
We have years of experience helping clients to understand whether equity release is right for them and, if so, selecting the most appropriate scheme from the many available, to meet their individual needs and circumstances. This in turn enables them to benefit from the tax-free lump sum or regular additional income that equity release can offer, along with the peace of mind that comes from dealing with a knowledgeable, honest and friendly team of specialists.
Our main aim is to guide you through the choice of options, cutting out the jargon and explaining this to you in plain English.
Feel free to contact our team to arrange a free initial ‘equity release consultation’.
How do I appoint Alpha Financial Management to arrange an equity release consultation?
Firstly contact us using the enquiry form below or call us on 0151 949 1666
Our fee guarantee: You will not pay any fees unless we can help you.
The following points should also be taken into consideration when looking at equity release.
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The client will no longer own their home (even if they only sell part of it) |
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The client will be responsible for the maintenance of the home whilst they live in it |
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Taking a lump sum or monthly amounts could affect the client’s entitlement to state benefits |
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This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.
There may be a fee for lifetime mortgage advice. The precise amount of the fee will depend upon your circumstances but we estimate that it will be £500.
Click here to view our Client Agreement.
Click here to view our Best Execution Policy.
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