Equity Release Fact Sheet

A leaflet to provide additional details on Equity Release. Equity Release can be a highly valuable extension to your retirement planning and a simple, efficient option to help deal with issues surrounding Inheritance Tax.

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The form has been submitted

Thank you for this confirmation to investment additional funds to your ISA. Your adviser will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.