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Equity Release

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  • Do you wish that you could have some extra money to enjoy your retirement that little bit more?
  • Could your children or grandchildren benefit from some financial assistance from you now?
  • Are you looking to reduce the inheritance tax liability that your estate could have on your death?

More and more often, people are realising that they are living their day to day lives wishing they could enjoy their retirement that little bit more. Some wish to see that their family could benefit from their wealth now without having to wait to inherit. Others realise that on death it is likely that their family will have to pay 40% inheritance tax.

Releasing equity from your property could meet any one or more of these objectives.

Optima Financial specialise in equity release having passed the required examinations to be able to give advice in this area. We are members of the equity release council and registered with UK Care Guide as a preferred advisor.

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