Specialists in Equity Release

John lamb equity release

Unlocking Wealth from your Property

Equity release is playing an increasingly important role in Later Life Planning and can be a valuable tool in helping clients to meet their larger financial planning objectives. As specialists in equity release, John Lamb can advise and assist in releasing funds that are locked up in property.

With recent changes to legislation regarding pensions and inheritance tax, making arrangements for retirement and passing on wealth has become more complex.

Contact John Lamb today to discuss your financial situation and how we might help you.

Equity Release can be an effective solution to the following issues:

Estate planning

MITIGATE INHERITANCE TAX

Equity Release creates a debt against the estate, and if the released funds are spent or gifted then the IHT liability will be reduced. Intergenerational transfers protect family wealth whilst also providing a “living inheritance”

Later life planning care

FUND CARE AT HOME

Provisions for Care at Home can be funded using Equity Release as an alternative solution to drawing down from investments that may affect income and have tax implications

Financial Planning Tool

DEBT CONSOLIDATION

Equity Release can help increase cash flow as there is no requirement to make contractual monthly repayments

Get in touch

What can you expect when you contact John Lamb? In the first instance, we will set up a no obligation initial meeting with one of our experienced equity release specialists. During this meeting we will explore your situation along with any specific questions you may have about your finances before discussing the various options available.

[email protected]
34 Southwark Bridge Road, London, SE1 9EU
+44 (0) 20 7633 2222

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