Putting your retirement plans in place

‘Making retirement properties make sense for our clients’/strong>

You’ve worked hard all your life and now you’re looking forward to retirement. The chances are that your property will be a key asset in your retirement plans. So it’s vital you make sure you’ve got expert advice on your side to harness the potential your property could bring you.

Thinking for today and tomorrow

Looking forward to a financially secure future means making the right decisions today. We can help you decide what to do with your property and explain the options to you.

  • Advice on retirement properties
    You may be looking to downsize and buy a smaller property tax-efficiently. Alternatively you could be looking at purpose-built retirement properties. We can help you weigh up the pros and cons to find the right property option to suit your future needs. We can also give you advice on sheltered housing which can bring you even greater peace of mind.
  • Protecting your current wealth
    When it comes to planning for retirement it’s important to look at the full picture, not just your property and your assets. We can help you take advantage of current tax efficiencies, for instance if you are looking into retirement properties abroad, and can also make sure you don’t overlook important details such as updating your Will or changing trust arrangements.
  • How does equity release work?
    Equity release lets you access extra funds by borrowing against the value accrued in your home. It could bring you lower interest rates than other forms of loan, and could be useful if you need funds for something like home improvements or even the trip of a lifetime. Whatever your plans, we can explain how equity release works.

Contact us now to find out about your options in retirement, including how equity release works

I was very impressed with the professionalism and high level of interest taken to make sure that I was given the right information to make decisions.

Royds Withy King client

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