Webinar: Equity Release

Webinar Timestamps

[00:05] Introduction and disclaimers
[01:50] News items – NI Contribution deadline, Global Stocks in 2025, Cashc ISA allowance & warnings released by FCA.
[15:12] Today’s main topic
[16:35] Equity release as part of IHT planning
[17:48] What is equity release (home reversion) or lifetime mortgage?
[19:45] How could lifetime mortgages be used in a financial plan?
[26:25] The main features of lifetime mortgages
[30:12] How equity release can fit into intergenerational planning
[34:46] Drawbacks, alternatives and key considerations
[43:32] Elliott & Stuart’s monthly recommendations!

Useful Resources

• The Harsh Truth About Money & Happiness – Sahil Bloom
• SE news: Global stock performance chart developed markets year to date YTD index.pdf
• SE news: Deadline for National Insurance top ups softened State pension: Deadline for National Insurance top-ups softened – BBC News
• https://www.thisismoney.co.uk/money/saving/article-14368907/Cash-Isas-threat-savers-forced-invest-money-instead.html
• https://www.fca.org.uk/consumers/warning-list-unauthorised-firms
• https://podcasts.apple.com/gb/podcast/the-teen-commandments/id1794354390