Inheritance Tax.
Are you happy at the thought of the taxman having a chunk of your estate?
If not, let's talk.
Mortgages.
Fully independent and with access to deals not available on the high street.
Retirement Planning. How comfortable will you be in retirement? Not sure. Talk to us.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Inheritance Tax Planning is not regulated by the Financial Services Authority
The value of investments and income from them may go down. You may not get back the original amount invested.
A pension is a long term investment. The fund value may fluctuate and can go down.
Mortgages/Remortgages
Our fees for arranging a mortgage are £550.00. A commitment fee of £275.00 is payable with the mortgage application and is non refundable. The balance of £275.00 is payable upon completion of the mortgage. In addition, we will receive a commission from the chosen mortgage lender.
Equity Release
Our fees for arranging a Lifetime mortgage / Home Reversion Schemes are £750.00. A commitment fee of £275.00 is payable with the application and is non refundable. The balance of £475.00 is payable upon completion. In addition, we will receive a commission from the chosen provider.